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Harbor Target Retirement 2055 Instl (HATRX)

9.81 Up 0.03(0.31%) May 27
Prev Close:9.78
YTD Return*:0.73%
Net Assets*:875.39K
Yield*:1.48%

* As of 30-Apr-16

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

Headlines

  • No Headlines available for HATRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Harbor International Institutional19.98N/A
Harbor International Growth Instl13.98N/A
Harbor Large Cap Value Instl13.49N/A
Harbor Capital Appreciation Instl11.42N/A
Harbor Mid Cap Value Instl8.77N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:875.39K
Category:Target-Date 2055
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:0.73%
5y Avg Return:N/A
Rank in Category (ytd):78
% Rank in Category (ytd):35.14%
Beta (3y):N/A
Morningstar Risk Rating:

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 and leave the workforce in or within a few years of 2055 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 93% Equity & Commodity, 7% Fixed Income, 0% Short-Term. View More
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