Harbor Capital Appreciation Fund Investor Class (HCAIX)

Overview

The company operates as an investment fund focusing on equity securities, targeting primarily U.S. companies with significant market capitalizations of at least $1 billion at the time of investment. It aims to identify companies demonstrating or poised for above-average growth, focusing on mid and large cap stocks believed to sustain or achieve superior earnings growth. The fund is managed by a Subadvisor with the discretion to invest a portion of the fund’s assets in international markets, including emerging economies, broadening its investment landscape to maximize potential returns for its stakeholders.

Products and Services

• Equity Security Investments

  Focuses on purchasing equity securities, including common and preferred stocks, of U.S. companies. The targeted companies typically have a market capitalization of at least $1 billion at the time of purchase, chosen based on their potential for above-average growth.

• Mid and Large Cap Stock Investments

  Invests in the stocks of mid and large cap companies that demonstrate potential for maintaining or achieving above-average earnings growth, as assessed by the Subadvisor.

• Investments in Foreign Issuers

  Allocates up to 20% of its total assets to securities of foreign issuers, looking for growth opportunities outside of the U.S. This includes investments in companies located or conducting business in emerging markets, thus diversifying its investment portfolio.