Morningstar® Investment Profile™   Morningstar®
for Print
Harbor Capital Appreciation Retirement  HNACX
Release date as of 2021-12-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Above Avg High 1116
5-Year Above Avg High 1012
10-Year Above Avg High 768
Overall Above Avg High 1116
Morningstar Category: Large Growth | Number of Funds in Category: 1116
Data through 2021-12-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 21.49
Mean 33.63
Sharpe Ratio 1.43
Trailing 3-Yr as of 2021-12-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Large Mid Brd Grt TR USD
R-Squared 94
Beta 1.13
Alpha -2.72
Trailing 3-Yr as of 2021-12-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Issuer, Market/Market Volatility, Depositary Receipts, Equity Securities, Industry and Sector Investing, Preferred Stocks, Management, Mid-Cap, Large Cap
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.