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Harbor Target Retirement 2040 Instl (HARYX)

9.95 Down 0.01(0.10%) Aug 22
Prev Close:9.96
YTD Return*:2.73%
Net Assets*:19.28M
Yield*:2.22%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HARYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Harbor International Institutional17.11N/A
Harbor Bond Institutional13.19N/A
Harbor Large Cap Value Instl10.50N/A
Harbor International Growth Instl9.21N/A
Harbor High-Yield Bond Instl9.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:19.28M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:2.73%
5y Avg Return:12.16%
Rank in Category (ytd):85
% Rank in Category (ytd):36.48%
Beta (3y):1.50
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation and current income. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2040 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 43% Domestic Equity & Commodity, 33% International and Global Equity, 24% Fixed Income, and 0% Short Term. View More
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