Harbor Capital Appreciation Fund - Retirement Class
HNACX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 111 South Wacker Drive Chicago IL United States of America 60606
- IPO Date
- Mar 1, 2016
- CIK
- 0000793769
- Website
- harborcapital.com
- Similar Companies
- Business
- Harbor Capital Appreciation Fund - Retirement Class (HNACX) is a mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of large-capitalization U.S. companies with strong growth potential. The fund offers a retirement share class designed for tax-deferred accounts such as IRAs and 401(k) plans, featuring lower expense ratios and no sales loads compared to other share classes; it employs a growth-oriented strategy focusing on companies demonstrating superior earnings growth, revenue expansion, and competitive advantages across sectors like technology, healthcare, consumer discretionary, and industrials. Managed actively by Harbor Capital Advisors Inc., a subsidiary of Harbor Capital Advisors Group, Inc., the fund provides daily liquidity, professional portfolio management, and risk-adjusted performance targeting outperformance of the Russell 1000 Growth Index benchmark. Established in 2000 with headquarters in Chicago, Illinois, the fund operates within the U.S. mutual fund industry, serving individual retirement investors, financial advisors, and institutional clients seeking equity growth exposure. Its portfolio typically holds 50-70 securities, emphasizing high-quality growth stocks such as Microsoft, Amazon, and NVIDIA, with geographic focus on domestic U.S. markets supplemented by select international holdings. Harbor Capital Appreciation Fund emphasizes bottom-up stock selection, ESG integration where applicable, and quarterly rebalancing to adapt to market conditions. In recent developments, the fund underwent a subadviser change in 2023, transitioning management to Sequoia Financial Advisors LLC to enhance growth stock expertise and performance consistency. It also benefited from Harbor Group's broader strategic expansions, including new ETF launches and digital platform enhancements for retirement investors in 2024-2025. No major acquisitions or name changes have occurred, but the fund reported strong one-year returns exceeding 30% as of late 2025 amid tech sector rallies.