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HCAIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$105.77
Change
-$1.52 (-1.42%)
Net Assets
27.35B

HCAIX Harbor Capital Appreciation Inv Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Tesla (NASDAQ:TSLA), Advanced Micro Devices (NASDAQ:AMD).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadvisor considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Market Cap

The average market capitalization across the Harbor Capital Appreciation Inv MF is 1.6T. The market cap for tickers in the group ranges from 188.34B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is AMD at 188.34B.

Volume

The average weekly volume growth across all stocks in the Harbor Capital Appreciation Inv MF was -3%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 60
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 26
Seasonality Score: 42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Harbor Funds111 South Wacker Drive,34th FloorChicago
Phone
N/A
Web
www.harborfunds.com
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HCAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HCAIX has been closely correlated with RGAGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if HCAIX jumps, then RGAGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HCAIX
1D Price
Change %
HCAIX100%
-1.42%
RGAGX - HCAIX
86%
Closely correlated
-1.18%
VIGRX - HCAIX
85%
Closely correlated
-1.33%
VIGIX - HCAIX
85%
Closely correlated
-1.33%
VIGAX - HCAIX
85%
Closely correlated
-1.33%
RGEBX - HCAIX
84%
Closely correlated
-1.20%
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