HACAX
Harbor Capital Appreciation Fund Institutional Class
1W: -0.8%
1M: +2.9%
3M: +3.6%
YTD: +10.3%
1Y: -0.6%
3Y: +56.6%
5Y: +26.5%
$129.68
+1.33 (+1.04%)
Weekly Expected Move ±1.8%
$124
$126
$128
$131
$133
Similar ETFs
20 peers by holdings overlap (45 holdings)
VWUSX
Vanguard U.S. Growth Fund Investor Shares
70.4%
Shared37 holdings
Total102
AUM$47.8B
Price$79.17
SWLSX
Schwab Large-Cap Growth
67.7%
Shared28 holdings
Total55
AUM$674M
Price$48.08
TADAX
Transamerica US Growth A
67.5%
Shared27 holdings
Total61
AUM$1.8B
Price$35.40
POGAX
Putnam Large Cap Growth Fund;A
66.7%
Shared23 holdings
Total45
AUM$15.3B
Price$80.87
ROGSX
Red Oak Technology Select Fund
65.9%
Shared31 holdings
Total28
AUM$843M
Price$65.74
PRGFX
T. Rowe Price Growth Stock Fund
65.2%
Shared27 holdings
Total67
AUM$90.6B
Price$114.70
MLAAX
NYLI Winslow Large Cap Growth Fund;A
65.1%
Shared26 holdings
Total47
AUM$13.4B
Price$9.41
FSPGX
Fidelity Large Cap Growth Idx
64.9%
Shared38 holdings
Total386
AUM$49.5B
Price$49.87
TWCGX
American Century Growth Investor Class
64.7%
Shared30 holdings
Total72
AUM$16.0B
Price$62.16
TWCIX
American Century Select Fund Investor Class
64.5%
Shared22 holdings
Total54
AUM$6.8B
Price$139.13
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
64.4%
Shared25 holdings
Total58
AUM$6.7B
Price$74.83
SWLGX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund
64.4%
Shared38 holdings
Total385
AUM$5.3B
Price$18.90
TRBCX
T. Rowe Price Blue Chip Growth Fund
64.4%
Shared25 holdings
Total58
AUM$110.7B
Price$220.85
TWCUX
American Century Ultra Investor Class
64.2%
Shared24 holdings
Total63
AUM$28.0B
Price$102.14
PREFX
T. Rowe Price Tax-Efficient Equity Fund
62.0%
Shared36 holdings
Total336
AUM$1.6B
Price$96.79
JAMRX
Janus Henderson Research Fund
61.8%
Shared29 holdings
Total81
AUM$31.4B
Price$97.77
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
61.8%
Shared31 holdings
Total91
AUM$1.6B
Price$71.29
APGAX
AB Large Cap Growth Fund Class A
61.8%
Shared21 holdings
Total59
AUM$14.2B
Price$103.25
FKDNX
Franklin DynaTech A
61.2%
Shared24 holdings
Total94
AUM$33.4B
Price$213.16
USAAX
Victory Growth Fund
61.0%
Shared26 holdings
Total79
AUM$2.4B
Price$42.71
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HACAX | $26.6B | 45 | 58.7% | 9.7 | 3.2 | 3.5 | 38.8% | 35.6% | 0.63% | +29.0% | +48.0% | 54.8 | 6.2 |
| VWUSX | $47.8B | 102 | 54.2% | 10.3 | 3.3 | 3.6 | 37.9% | 35.3% | 0.59% | +22.3% | +43.4% | 61.2 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| TADAX | $1.8B | 61 | 59.6% | 16.9 | 5.4 | 5.2 | 38.2% | 31.0% | 0.56% | +26.5% | +54.9% | 58.1 | 6.3 |
| POGAX | $15.3B | 45 | 63.6% | 16.8 | 5.3 | 5.4 | 37.7% | 32.2% | 0.66% | +29.5% | +49.6% | 58.2 | 6.2 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| PRGFX | $90.6B | 67 | 62.8% | 10.8 | 3.5 | 3.9 | 38.0% | 36.3% | 0.61% | +25.4% | +48.2% | 61.8 | 6.3 |
| MLAAX | $13.4B | 47 | 52.4% | 16.7 | 5.5 | 5.5 | 38.9% | 32.9% | 0.67% | +26.5% | +58.1% | 65.4 | 6.3 |
| FSPGX | $49.5B | 386 | 60.7% | 15.5 | 4.9 | 4.9 | 37.6% | 31.7% | 0.68% | +25.7% | +46.4% | 59.2 | 6.3 |
| TWCGX | $16.0B | 72 | 64.8% | 12.1 | 4.0 | 4.4 | 38.9% | 36.1% | 0.58% | +24.4% | +47.6% | 61.1 | 6.4 |
| TWCIX | $6.8B | 54 | 66.1% | 9.4 | 3.1 | 3.6 | 39.2% | 38.6% | 0.54% | +22.7% | +49.8% | 61.6 | 6.3 |