Harbor Capital Appreciation is run by subadvisor Jennison Associates, whose growth-oriented investment team is among the industry’s strongest. The strategy earns a Morningstar Analyst Rating of Silver.
Will HACAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HACAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HACAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares HACAX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether HACAX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.