Harbor Target Retirement 2030 Instl
Harbor Funds 111 South Wacker Drive,34th Floor Chicago, IL 60606-4302
Phone: 800-422-1050
| Category: |
Target Date 2026-2030 |
| Fund Family: |
Harbor |
| Net Assets: |
26.10M |
| Year-to-Date Return: |
-2.49% |
| Yield: |
2.90% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
02-Jan-09 |
|
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. |
| Min Initial Investment: |
$1,000 |
| 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 |
|
|
|
| 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. |
| Last Dividend
(21-Dec-09):
|
0.35 |
| Last Cap Gain
(21-Dec-09):
|
1.03 |
| Annual Holdings Turnover
|
66.00% |
| Average for Category:
|
39.04% |
|
| Expense |
HARPX |
Category
Avg |
| Total Expense Ratio: |
0.74%
|
0.63% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.27% |
| Max Deferred Sales Load: |
%
|
2.34% |
| 3 Yr Expense Projection*: |
$237 |
$792 |
| 5 Yr Expense Projection*: |
$N/A |
$1,202 |
| 10 Yr Expense Projection*: |
$N/A |
$2,354 |
|
|
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