Harbor Capital Appreciation Inv

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  • uploads///Non farm Payroll Additions and Unemployment Rate in the US
    Macroeconomic Analysis

    How a Slowing Economy Impacts the US Labor Market

    The health of the US labor market is possibly the primary reason the FOMC (Federal Open Market Committee) had confidence to raise interest rates in December 2015

    By David Ashworth
  • Company & Industry Overviews

    This Company and This Sector Has Hurt the Harbor Capital Appreciation Fund in 2016

    The Harbor Capital Appreciation Fund Investor Class (HCAIX) has had a terrible 2016. It’s the second-worst performer YTD among the 12 funds in this review.

    By David Ashworth
  • uploads///Portfolio Breakdown of the HCAIX
    Fund Managers

    Inside the Harbor Capital Appreciation Fund Portfolio

    Tech stocks lie at the heart of HCAIX, making up 45% of the portfolio. Consumer discretionary and healthcare are the fund’s other biggest sectors.

    By David Ashworth
  • uploads///Change in Real Consumer and Business Spending
    Macroeconomic Analysis

    Consumer Spending Is Going Great, but Business Spending Isn’t

    The US economic engine isn’t chugging along rapidly, but it isn’t at a standstill either.

    By David Ashworth
  • Company & Industry Overviews

    Which Investments Have Hurt the Harbor Capital Appreciation Fund the Most in 2016?

    The Harbor Capital Appreciation Fund Investor Class has tanked by 3.5% YTD in 2016, making it the second-worst performer YTD among our 12 funds.

    By David Ashworth
  • uploads///Portfolio Breakdown of the HCAIX
    Consumer

    Inside the Portfolio Changes in the Harbor Capital Appreciation Fund so Far in 2016

    HCAIX’s assets were invested across just 60 holdings as of June 2016, and it was managing assets worth $24.6 billion as of the end of June.

    By David Ashworth
  • uploads///GDP Proj
    Consumer

    Policymakers Expect US GDP to Grow Moderately

    Most FOMC (Federal Open Market Committee) participants expect real GDP (gross domestic product) to pick up the pace in 2017—compared to 2016.

    By David Ashworth
  • uploads///Change in Real Consumer and Business Spending
    Macroeconomic Analysis

    US Consumer Spending Not a Worry, but Business Spending Is

    Growth in consumer spending slowed down from a 2.4% pace in 4Q15 to a 1.9% pace in 1Q16.

    By David Ashworth
  • uploads///Cyclical
    Company & Industry Overviews

    What Is Cyclical Investing?

    When we say that a stock is cyclical, it means that its price has a sizable correlation with the phases of the business cycle.

    By David Ashworth
  • Company & Industry Overviews

    Which of HCAIX’s Holdings Hurt Its 1Q16 Performance?

    HCAIX fell 5.6% in 1Q16. It fell 1.1% for the one-year period ended March 2016, placing it fifth among its peer group.

    By David Ashworth
  • uploads///Portfolio Breakdown of the HCAIX
    Fund Managers

    What Portfolio Moves Did HCAIX Make Leading Up to 1Q16?

    HCAIX “invests primarily in equity securities, specifically U.S. companies with market capitalizations of at least $1 billion at the time of purchase.”

    By David Ashworth
  • uploads///Returns of US Large cap Mutual Funds YTD Until February
    Company & Industry Overviews

    Should You Consider US Large-Cap Mutual Funds in 2016?

    As investors, we look for strength in numbers. That was why we chose the 12 largest US large-cap mutual funds for this review.

    By David Ashworth
  • uploads///Non farm Payroll Additions and Unemployment Rate in the US
    Macroeconomic Analysis

    Why Monitoring the US Labor Market Is Important in 2016

    The US economy will look to increased consumer spending to keep growing. For consumer spending to remain healthy, the labor market must remain strong.

    By David Ashworth
  • Company & Industry Overviews

    HCAIX Performs Superbly in 2015: How Will It Do This Year?

    The Harbor Capital Appreciation Fund – Investor Class (HCAIX) had $25.1 billion worth of assets under management at the end of January 2016.

    By David Ashworth
  • Company & Industry Overviews

    Harbor Capital Appreciation Fund’s Sector Bets Paid Off in 2015

    Harbor Capital Appreciation Fund was the second best performer among the 11 funds in this review.

    By David Ashworth
  • uploads///Portfolio Breakdown of the HCAIX
    Macroeconomic Analysis

    Analyzing the Harbor Capital Appreciation Fund’s 2015 Holdings

    The Harbor Capital Appreciation Fund is heavily invested in the information technology and consumer discretionary sectors.

    By David Ashworth
  • uploads///Economic Growth in the US
    Company & Industry Overviews

    You Shouldn’t Be Overweight in US Large-Cap Equity

    The World Bank estimated that the economy of the United States grew by 2.5% in 2015, and also noted the role of domestic demand in helping the economy.

    By David Ashworth
  • Macroeconomic Analysis

    Discretionary, IT Lifted HCAIX Year-to-Date 2015 through November

    The Harbor Capital Appreciation Fund – Investor Class (HCAIX) rose 1.0% in November 2015 from a month ago.

    By David Ashworth
  • uploads///SEP Median
    Macroeconomic Analysis

    Policymakers Expect the Unemployment Rate to Fall Further

    The central tendency of the unemployment rate for 2016 was projected to range between 4.7% and 4.9% in September. This was reduced to 4.6%–4.8% in December.

    By David Ashworth
  • uploads///Portfolio Break down of the HCAIX
    Macroeconomic Analysis

    November Status Report: the Harbor Capital Appreciation Fund

    The Harbor Capital Appreciation Fund Investor Class invests in “US companies with market capitalizations of at least $1 billion at the time of purchase.”

    By David Ashworth
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