MENU
+Compare
HCAIX
Mutual Fund ticker: NASDAQ
AS OF
May 30 closing price
Price
$104.76
Change
+$0.22 (+0.21%)
Net Assets
27.27B

HCAIX Harbor Capital Appreciation Inv Forecast, Technical & Fundamental Analysis

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

Category: #Large Growth
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), 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 Inv MF is 1.57T. The market cap for tickers in the group ranges from 179.54B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is AMD at 179.54B.

Volume

The average weekly volume growth across all stocks in the Harbor Capital Appreciation Inv MF was 49%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 145%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 56
Price Growth Rating: 37
SMR Rating: 36
Profit Risk Rating: 26
Seasonality Score: 40 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LDUR95.630.14
+0.15%
PIMCO Enhanced Low Duration Active ETF
AFLG35.040.05
+0.14%
First Trust Active Factor Large Cap ETF
SEPZ38.390.03
+0.07%
TrueShares Structured Outcome Sep ETF
BJK39.50-0.05
-0.13%
VanEck Gaming ETF
DFUV40.58-0.06
-0.15%
Dimensional US Marketwide Value ETF

HCAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HCAIX has been closely correlated with GFACX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HCAIX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HCAIX
1D Price
Change %
HCAIX100%
+0.21%
GFACX - HCAIX
95%
Closely correlated
+0.03%
VIGIX - HCAIX
90%
Closely correlated
-0.04%
VIGRX - HCAIX
90%
Closely correlated
-0.04%
VIGAX - HCAIX
90%
Closely correlated
-0.04%
RGAFX - HCAIX
86%
Closely correlated
+0.04%
More