Harbor Capital Appreciation Fund Retirement Class (HNACX) 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 HNACX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HNACX
HNACX charges 0.57% annually. There are 76 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HNACX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HNACX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | HNACX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | HNACX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | HNACX vs VIGAX |
Best Risk-Adjusted Alternatives to HNACX
HNACX has a PortfoliosLab risk / return rank of 13. There are 267 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | HNACX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | HNACX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | HNACX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | HNACX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | HNACX vs FOCKX |
Top Performing HNACX Alternatives (YTD)
HNACX is at 7.51% YTD. There are 204 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | HNACX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | HNACX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | HNACX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | HNACX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | HNACX vs FOCKX |
Lowest Volatility Alternatives to HNACX
HNACX has 17.39% 1-year volatility. There are 246 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | HNACX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | HNACX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | HNACX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | HNACX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | HNACX vs GQEPX |
Lowest Drawdown Alternatives to HNACX
HNACX has a 1-year max drawdown of -17.94%. There are 337 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HNACX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HNACX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HNACX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HNACX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HNACX vs DNVYX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HAINX, HASCX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 13 | 7.46% | — | Dec 1987 | HNACX vs HACAX | |
| Harbor International Fund | Foreign Large Cap Equities | 28 | 8.35% | — | Dec 1987 | HNACX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 80 | 29.55% | — | Dec 2001 | HNACX vs HASCX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 94 | 21.24% | — | Mar 2002 | HNACX vs HAMVX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 32 | 0.48% | — | Dec 1987 | HNACX vs HABDX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 40 | 15.71% | — | Nov 2000 | HNACX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 26 | 0.24% | — | Jun 2018 | HNACX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 14 | 3.31% | — | Dec 1987 | HNACX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 62 | 14.96% | — | Mar 2019 | HNACX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 63 | 14.70% | — | Dec 2019 | HNACX vs HMCNX |
Often Compared With HNACX
Investors most often compare HNACX with FXAIX, FCNTX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HNACX with Any Fund or Stock
Compare HNACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HNACX with funds that move differently
Harbor Capital Appreciation Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HNACX.
Explore HNACX Diversifiers