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Harbor Funds - Harbor Target Retirement 2040 Fund (HARYX)

9.06 0.00 (0.00%)
At close: February 25 at 8:00 PM EST

Fund Summary

The fund invests in the Institutional Class shares of 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 2040 (the target year) and assumes a retirement age of 65. The fund's current target allocations are: 66% in Equity, 34% in Fixed Income and 0% in Money Market.

Harbor Funds - Harbor Target Retirement 2040 Fund

Harbor Funds
111 South Wacker Drive,34th Floor
800-422-1050

Fund Overview

Category Target-Date 2040
Fund Family Harbor
Net Assets 41.46M
YTD Return -0.98%
Yield 1.83%
Morningstar Rating
Inception Date Jan 02, 2009

Fund Operations

Last Dividend 0.20
Last Cap Gain 0.00
Holdings Turnover 53.00%
Average for Category --

Fees & Expenses

Expense HARYX Category Average
Annual Report Expense Ratio (net) 0.72% 0.45%
Prospectus Net Expense Ratio 0.72% --
Prospectus Gross Expense Ratio 0.72% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 245 --
5 Yr Expense Projection 432 --
10 Yr Expense Projection 971 --

Management Information

Paul C. Herbert, Lead Manager since January 02, 2009
Managing Director (since 2014) and Vice President of Investments (2008-2013), Harbor Capital Advisors, Inc.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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