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Morningstar

Harbor Capital Appreciation Instl HACAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 69.57  /  1.64 %
  • Total Assets 21.7 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis HACAX

Will HACAX outperform in future?

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

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of HACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Jennison Associates Co-Founder Spiros Segalas Has Died

Analyst

Analyst Note

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