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Harbor Capital Appreciation Fund (HCAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.70-3.35 (-5.15%)
At close: 08:06AM EDT

Harbor Capital Appreciation Fund

Harbor Funds

111 South Wacker Drive,34th Floor

Chicago, IL 60606-4302

Management information
Spiros “Sig” A. Segalas,Lead manager since 30 April 1990
Spiros “Sig” Segalas was one of the original founders of Jennison in 1969. He is currently President, Chief Investment Officer and a large cap growth equity portfolio manager. Mr. Segalas began his investment career as a research analyst with Bankers Trust Company in 1960 and was responsible for technology, aerospace, and conglomerate securities. In 1963, he was appointed group head of the technology group; in 1967, he was asked to manage a newly introduced commingled emerging growth fund for the bank's institutional clients. He was also appointed to the bank's investment policy group. Mr. Segalas earned a BA from Princeton University, after which he served as an officer in the US Navy.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyHarbor
Net assets33.05B
YTD return-33.72%
Morningstar ratingN/A1
Inception date31 Oct 2002

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover51.00%
Average for categoryN/A

Fees and expenses

ExpenseHCAIXCategory average
Annual report expense ratio (net)0.00%0.99%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A