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Morningstar

Harbor Capital Appreciation Instl HACAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
66.63  /  0.55 %
Total Assets
22.1 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
32.44 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
50,000
Status
Open
TTM Yield
0.00%
Turnover
48%

Morningstar’s Fund Analysis HACAX

Will HACAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HACAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HACAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HACAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fundamentally sound despite its recent performance hiccup.

Analyst

Summary

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Recent slumping aside, the Jennison Large Cap Growth Equity strategy, including the Harbor Capital Appreciation and PGIM Jennison Growth funds, separate account, and offshore vehicles, has numerous advantages. The strategy’s highly accomplished team and time-tested approach earn it Morningstar Analyst Ratings ranging from Gold to Silver, depending on share class and vehicle fees.

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