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Nasdaq - Delayed Quote USD
Harbor Capital Appreciation Admin (HRCAX)
92.95
-5.68
(-5.76%)
At close: 8:03:50 PM EDT
Fund Summary
The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadvisor considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 54.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -8.74% |
| 5y Average Return | 18.84% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HRCAX | Category Average | HRCAX | Category Average | HRCAX | Category Average | |
| Alpha | 0.72 | 0.03 | -1.06 | 0.04 | 0.76 | 0.01 |
| BETA | 1.18 | 0.01 | 1.19 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 1.3 | 0.02 | 1.57 | 0.02 | 1.33 | 0.01 |
| R-squared | 82.47 | 0.89 | 80.12 | 0.87 | 80.04 | 0.87 |
| Standard Deviation | 22.11 | 0.2 | 23.54 | 0.16 | 19.62 | 0.15 |
| Sharpe Ratio | 0.51 | 0.01 | 0.69 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 8.1 | 0.21 | 12.39 | 0.21 | 11.3 | 0.15 |
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