Harbor Capital Appreciation Fund - Harbor Funds
Shareclass
Harbor Capital Appreciation Fund Retirement Class (HNACX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Harbor Capital Appreciation Fund - Harbor Funds
FUND COVERAGE
# of holdings46
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc2%$517.57M
- 2. Hilton Worldwide Holdings Inc0.97%$249.56M
- 3. Uber Technologies Inc0.31%$80.37M
- 4. Goldman Sachs Group Inc/The1.18%$305.86M
- 5. Vertex Pharmaceuticals Inc1.27%$327.62M
- 6. Microsoft Corp6.41%$1.66B
- 7. Merck & Co Inc0.86%$222.83M
- 8. Industria de Diseno Textil SA0.64%$165.42M
- 9. General Electric Co1.99%$515.34M
- 10. Walmart Inc1.86%$481.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.21%$313.92M
- 2. Palantir Technologies Inc0.45%$117.14M
- 3. AppLovin Corp0.82%$213.06M
- 4. Crowdstrike Holdings Inc1.59%$409.81M
- 5. O'Reilly Automotive Inc0.94%$243.36M
- 6. Snowflake Inc1.56%$404.26M
- 7. Broadcom Inc6.65%$1.72B
- 8. Cadence Design Systems Inc1.74%$449M
- 9. MercadoLibre Inc0.55%$143.15M
- 10. Costco Wholesale Corp1.68%$434.65M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Harbor Capital Appreciation Fund - Harbor Funds
Totals
Holdings
Assets
Weight
Prisons
7.0
$6.71B
26%
Prisons high risk
1.0
$105.36M
0.41%
Private prisons
0.0
$0
0%
Borders
6.0
$5.91B
23%
Borders high risk
2.0
$222.49M
0.86%
Total
8.0
$6.83B
26%
Holdings — 8 flagged holdings
1.
Amazon.com Inc
:$1.99B
7.68%
2.
Microsoft Corp
:$1.66B
6.41%
3.
Alphabet Inc
:$1.06B
4.08%
4.
Alphabet Inc
:$994.68M
3.85%
5.
Walmart Inc
$481.42M
1.86%
6.
Costco Wholesale Corp
$434.65M
1.68%
7.
Palantir Technologies Inc
:$117.14M
0.45%
8.
Axon Enterprise Inc
:$105.36M
0.41%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Harbor Capital Appreciation Fund - Harbor Funds HNACX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer