Nasdaq - Delayed Quote USD

Harbor Funds - Harbor Target Retirement 2040 Fund (HARYX)

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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • TD Ameritrade Trust Company
  • DailyAccess Corporation RTC
  • ING Financial Advisers - SAS Funds
  • DailyAccess Corporation Matrix

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.

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

Performance & Risk

YTD Return 7.64%
5y Average Return 5.66%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Related Tickers