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Harbor Capital Appreciation Instl HACAX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 108.52  /  +0.08 %
  • Total Assets 28.9 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 27%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

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
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.35 2.2 Bil
Technology

Amazon.com Inc

7.76 2.0 Bil
Consumer Cyclical

NVIDIA Corp

6.11 1.6 Bil
Technology

Apple Inc

4.80 1.2 Bil
Technology

Advanced Micro Devices Inc

3.85 1.0 Bil
Technology

Tesla Inc

3.78 983.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.62 943.8 Mil
Communication Services

Eli Lilly and Co

3.44 896.8 Mil
Healthcare

Visa Inc Class A

3.04 790.8 Mil
Financial Services

Broadcom Inc

2.91 757.1 Mil
Technology