Harbor Capital Appreciation Fund Institutional Class (HACAX)

$101.72
A Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Harbor Capital Appreciation Fund Institutional Class 35 0.94 5.42% 11.88% 0.65%
U.S. Large Cap - Growth 34 0.97 4.28% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.44% 1.26% 0.18%
Year-to-Date 5.42% 4.28% 1.14%
1 Year 37.11% 0.00% 37.11%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

35%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.65%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$832

Real cost (fees + lost compounding)

$1,028

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
10.06%