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Harbor Capital Appreciation Admin (HRCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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98.48+1.11 (+1.14%)
At close: 08:01PM EDT

Harbor Capital Appreciation Admin

Chicago, IL 60606-4302

111 South Wacker Drive,34th Floor

Harbor Funds

Management information
Kathleen A. McCarragher,Lead manager since 28 February 2013
Kathleen McCarragher is the head of growth equity and a large cap growth equity portfolio manager. She is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's growth equity platform. Kathleen is also a member of the Jennison Management Team, ESG Investment Leadership Team, and Jennison Board of Directors. Before joining Jennison in 1998, she was a managing director and the director of large cap growth equities with Weiss, Peck & Greer. Prior to that, she was an investor with State Street Research & Management. Kathleen received a BBA, summa cum laude, in finance and economics from the University of Wisconsin-Eau Claire and an MBA from Harvard Business School.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyHarbor
Net assets28.84B
YTD return13.65%
Yield0.00%
Morningstar rating★★★★
Inception date28 Dec 1987

Fund operations

Last dividend0.06
Last cap gain45.00
Holdings turnover27.00%
Average for categoryN/A

Fees and expenses

ExpenseHRCAXCategory average
Annual report expense ratio (net)0.68%0.99%
Prospectus net expense ratio0.68%N/A
Prospectus gross expense ratio0.72%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A