HRCSX Mutual Fund

HRCSX Mutual Fund (Harbor Ares Systematic Convertible Securities Fund Administrative Class) is managed by Harbor Funds with $11.8M in net assets. HRCSX expense ratio is 0.96%, holding 146 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2011-05-02.

HRCSX performance shows a YTD return of 1.51%. The 1-year return is 26.57% and the 5-year return is 5.51%. HRCSX dividend yield stands at 1.89%, paid quarterly.

HRCSX top holdings include Boeing Co 6 10/15/2027 (2.3%), Western Digital Corporation 3% Nov 15, 2028 (2.0%), Bloom Energy Corp (1.8%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (1.7%), Seagate Hdd Cayman Conv. Note (1.6%). Go to all HRCSX holdings, HRCSX sectors, or HRCSX dividends.

HRCSX can be compared against other funds. Use HRCSX overlap to find shared positions, or HRCSX vs another fund for a side-by-side view. HRCSX alternatives are available via the screener, along with tax-loss harvesting opportunities.