Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, December 19, 2009, 7:51AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Harbor Target Retirement 2030 Inv (HARTX)On Dec 18: 12.46  Up 0.03 (0.24%)  
MORE ON HARTX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Harbor Target Retirement 2030 Inv
Harbor Funds 111 South Wacker Drive,34th Floor Chicago, IL 60606-4302
Map
Phone: 800-422-1050
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Target Date 2026-2030
Fund Family:Harbor
Net Assets:10.00K
Year-to-Date Return:N/A
Yield:%
Morningstar Rating:N/A
Fund Inception Date:02-Jan-09
MORNINGSTAR STYLE BOX 
Target Date 2026-2030
[View Category Definition]
View Top Target Date 2026-2030 Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Brian L. Collins
Lead Manager since 02-Jan-09
Collins has become Executive Vice President of Harbor Capital Advisors, Inc. since 2004. From 1999 to 2004, Collins was Director of US Manager Research for Mercer Investment Consulting, Inc.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
HARTX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks capital appreciation and current income consistent with the Fund?s current asset allocation. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors planning to retire within a few years of 2030. Its indirect stock holdings consist substantially of large-capitalization U.S. stocks and foreign stocks, including those of companies located in emerging market countries, and, to a lesser extent, of mid- and small-cap U.S. stocks.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 40.64%
FEES & EXPENSES 
ExpenseHARTXCategory
Avg
Total Expense Ratio:% 0.65%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.22%
Max Deferred Sales Load:% 2.30%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$722
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,124
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,254
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials