HACAX vs HASGX

Both HACAX and HASGX are mutual funds. HACAX has a lower expense ratio than HASGX (0.65% vs 0.86%). Below is the comparison between HACAX and HASGX.

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HACAX HASGX
Security Type Mutual fund Mutual fund
Finny Score N/A N/A
Category Large Growth Small Growth
Family Harbor Harbor
Net Assets $15.61B $597.70M
Expense Ratio 0.65% 0.86%
Management Style active active
30-Day Yield 0.00% 0.00%
Minimum Investment $50,000 $50,000
YTD Return N/A 5.34%
1-Year Return N/A 67.41%
3-Year Return N/A 20.93%
5-Year Return N/A 21.64%
10-Year Return N/A 13.95%

HACAX

HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
HACAX expense ratio is 0.65%.

HACAX holdings

Top 10 Holdings (43.92% of Total Assets)

Name Symbol % Assets
AMZN AMZN 7.27%
TSLA TSLA 5.64%
AAPL AAPL 5.59%
MSFT MSFT 4.42%
FB FB 4.00%
SHOP SHOP 3.97%
00700 00700 3.53%
MA MA 3.29%
NVDA NVDA 3.14%
CRM CRM 3.07%

HACAX pros

The following are HACAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

HACAX cons

The following are HACAX weaknesses from our perspective:

  • HACAX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HACAX comparisons

You may also want to check out the following HACAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

HASGX

HASGX description

The Fund seeks long-term growth of capital. Invests in equity securities, principally common stocks, preferred stocks, rights and depository receipts, of companies with market capitalizations in the approximate range of $100 million to $1.5 billion at the time of initial investment. Uses a bottom-up approach.

HASGX performance & returns
YTD Return 5.34%
1-Month Return -0.37%
3-Month Return -0.21%
1-Year Return 67.41%
3-Year Return 20.93%
5-Year Return 21.64%
10-Year Return 13.95%
HASGX expense ratio is 0.86%.

HASGX holdings

Top 10 Holdings (26.69% of Total Assets)

Name Symbol % Assets
NKTR NKTR 2.85%
WMS WMS 2.85%
HEI.A HEI.A 2.76%
BLD BLD 2.72%
IBP IBP 2.66%
BIO BIO 2.61%
CHMT CHMT 2.61%
JBT JBT 2.57%
HAE HAE 2.55%
RSPP RSPP 2.53%

HASGX pros

The following are HASGX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

HASGX cons

The following are HASGX weaknesses from our perspective:

  • HASGX net assets are $597.70 million. This fund is not a popular choice with retail investors.
  • HASGX expense ratio is 0.86%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HASGX comparisons

You may also want to check out the following HASGX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.