Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Harbor Capital Appreciation Retirement  HNACX
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Above Avg 1111
5-Year Above Avg High 1037
10-Year Above Avg Above Avg 807
Overall Above Avg High 1111
Morningstar Category: Large Growth | Number of Funds in Category: 1111
Data through 2024-03-31
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 24.20
Mean 9.32
Sharpe Ratio 0.37
Trailing 3-Yr as of 2024-03-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM Brd Growth TR USD
R-Squared 96
Beta 1.08
Alpha -1.01
Trailing 3-Yr as of 2024-03-31
  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, Socially Conscious, Management, Mid-Cap, Large Cap
Show Risk Definitions
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
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.