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Harbor Capital Appreciation Instl HACAX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 92.44  /  0.31 %
  • Total Assets 25.3 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield
  • Turnover 34%

Morningstar’s Analysis HACAX

Will HACAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Remains worthy despite a dimmer view.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

While its approach is sound, reduced conviction in the team lowers the People rating to Above Average from High and drops the Jennison Large Cap Growth Equity strategy, including the Harbor Capital Appreciation and PGIM Jennison Growth funds, separate account, and offshore vehicles, from its lofty standing.

Rated on Published on

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Portfolio Holdings HACAX

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.96
1,853,177,457
Technology
7.84
1,825,794,063
Technology
7.01
1,631,394,393
Consumer Cyclical
5.10
1,187,115,866
Technology
4.91
1,143,528,420
Consumer Cyclical
3.90
907,201,290
Healthcare
3.58
833,515,653
Communication Services
3.04
707,176,325
Financial Services
2.98
694,263,025
Financial Services
2.85
663,492,422
Technology