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Harbor Capital Appreciation Instl HACAX

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.

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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