Harbor Ares Systematic Convertible Securities FundHACSX

MUTUAL FUNDHarbor
Type
Mutual fund
Peer group
Taxable bond
Net assets
$41.9M
Expense ratio
0.71%
1-year return
+37.9%
3 years, a year
+19.9%
5 years, a year
+7.8%
Holdings
146

What it aims to do.

The Fund seeks to maximize total returns ( i.e. , current income and capital appreciation).

Top 10 holdings.

Holding% of fund
WDC Western Digital Corp2.74%
LITE Lumentum Holdings Inc2.34%
BA Boeing Co/The2.26%
BE Bloom Energy Corp1.66%
LITE Lumentum Holdings Inc1.64%
WFC Wells Fargo & Company1.56%
NEE Nextera Energy Inc1.55%
ORCL Oracle Corp1.47%
WULF Terawulf Inc1.39%
AKAM Akamai Technologies Inc1.33%

More on HACSX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.