Harbor Capital Appreciation Fund Class I (HACAX) Alternatives
Harbor Capital Appreciation Fund Class I (HACAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HACAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HACAX
HACAX charges 0.71% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among HACAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | HACAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | HACAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | HACAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | HACAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | HACAX vs TILIX |
Best Risk-Adjusted Alternatives to HACAX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | HACAX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | HACAX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | HACAX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | HACAX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | HACAX vs VTMGX |
Top Performing HACAX Alternatives (YTD)
HACAX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | HACAX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | HACAX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | HACAX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | HACAX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | HACAX vs AMRGX |
Lowest Volatility Alternatives to HACAX
HACAX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | HACAX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | HACAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | HACAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | HACAX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | HACAX vs PROVX |
Lowest Drawdown Alternatives to HACAX
HACAX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | HACAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | HACAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | HACAX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | HACAX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | HACAX vs BBLIX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HACAX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HACAX vs HAINX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 60 | -0.23% | Dec 29, 1987 | HACAX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HACAX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HACAX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HACAX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HACAX vs HASCX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HACAX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HACAX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HACAX vs HMCNX |
Often Compared With HACAX
What investors most often compare with HACAX, based on PortfoliosLab usage data.
Compare HACAX with Any Fund or Stock
Compare HACAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.