HACSX Mutual Fund (Harbor Ares Systematic Convertible Securities Fund Institutional Class) is managed by Harbor Funds with $23.3M in net assets. HACSX expense ratio is 0.71%, holding 153 positions across sectors including Other, Information Technology, Utilities. Inception date: 2011-05-02.

HACSX performance shows a YTD return of 19.12%. The 1-year return is 36.28% and the 5-year return is 8.90%. HACSX dividend yield stands at 1.37%, paid quarterly.

HACSX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.3%), The Boeing Co., Preferred 6.00% (2.5%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (1.7%), Lumentum Holdings Inc (1.7%), Nextera Energy Inc (1.5%). View all HACSX holdings, sector breakdown, or dividend history.

HACSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HACSX alternatives are available via the screener, along with tax-loss harvesting opportunities.