The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), VISA (NYSE:V), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA).
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.
The average market capitalization across the Harbor Capital Appreciation Instl MF is 857.08B. The market cap for tickers in the group ranges from 2.65B to 2.85T. AAPL holds the highest valuation in this group at 2.85T. The lowest valued company is MC at 2.65B.
The average weekly volume growth across all stocks in the Harbor Capital Appreciation Instl MF was -56%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 28
Price Growth Rating: 47
SMR Rating: 43
Profit Risk Rating: 33
Seasonality Score: 42 (-100 ... +100)