Harbor Capital Appreciation Instl

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 Subadviser considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadviser 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.

Key stats

Management firm  Harbor
Domicile  United States
Fund Administrator  Harbor Capital Advisors Inc
Global Branding Name  Harbor
Fund currency  USD
Launch Date  1987-12-29
ISIN  US4115115044
SEDOL  2407814
Manager 1 Name  Spiros Segalas
Manager 2 Name  Kathleen McCarragher
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -1.08%
Return - 2 Months  2.50 %
Return - 3 Months  5.95%
Return - 6 Months  4.61 %
Return - 9 months  10.55 %
Return - 12 Months  22.22%
Annualized return 24 months  22.27 %
Annualized return 36 months  15.08 %
Annualized return 48 months  18.15 %
Annualized return 60 months  16.27 %
Return 120 months  9.27 %
Annualized return since Inception  11.40%
Return YTD  3.33%

Ratings

Morning Star Rating Date   2014-07-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $50,000
Maximum Managment Charge  0.60 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Harbor
Contact Address 2  111 S. Wacker Drive, 34th Floor
Contact city  Chicago
Contact country  United States
Fund Admin Group  Harbor
Web Address  www.harborfunds.com
Custodian  State Street Bank & Trust Co
Phone  800-422-1050

Price

Last Price Date  2014-08-21
Pre-tax nav  60.73
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.11
Price change (percentage)  -0.18 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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