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HACAX
Mutual Fund ticker: NASDAQ
AS OF
May 8 closing price
Price
$108.18
Change
+$0.68 (+0.63%)
Net Assets
25.48B

HACAX Harbor Capital Appreciation Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Tesla (NASDAQ:TSLA), Advanced Micro Devices (NASDAQ:AMD).

Industry description

The investment seeks long-term growth of capital. 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.

Market Cap

The average market capitalization across the Harbor Capital Appreciation Instl MF is 1.47T. The market cap for tickers in the group ranges from 164.9B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AMD at 164.9B.

Volume

The average weekly volume growth across all stocks in the Harbor Capital Appreciation Instl MF was -12%. For the same stocks of the MF, the average monthly volume growth was -59% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 57
Price Growth Rating: 47
SMR Rating: 36
Profit Risk Rating: 27
Seasonality Score: 49 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Harbor Funds111 South Wacker Drive,34th FloorChicago
Phone
N/A
Web
www.harborfunds.com
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HACAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HACAX has been closely correlated with VIGIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if HACAX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HACAX
1D Price
Change %
HACAX100%
N/A
VIGIX - HACAX
91%
Closely correlated
N/A
VIGRX - HACAX
91%
Closely correlated
N/A
VIGAX - HACAX
91%
Closely correlated
N/A
GFACX - HACAX
87%
Closely correlated
+0.73%
RGAFX - HACAX
86%
Closely correlated
+0.75%
More