Harbor Funds - Harbor Target Retirement 2035 Fund (HARUX)
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Harbor Funds - Harbor Target Retirement 2035 Fund
Harbor Funds
111 South Wacker Drive,34th Floor
Chicago, IL 60606-4302
800-422-1050
Management Information
Paul C. Herbert,Lead Manager since January 1, 2009
Managing Director (since 2014) and Vice President of Investments (2008-2013), Harbor Capital Advisors, Inc.
Morningstar Style Box
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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.
Fund Overview
CategoryTarget-Date 2035
Fund FamilyHarbor
Net Assets26.35M
YTD Return-1.03%
Yield2.13%
Morningstar Rating★★
Inception DateJan 1, 2009
Fund Operations
Last Dividend0.37
Last Cap Gain0.00
Holdings Turnover62.00%
Average for CategoryN/A
Fees & Expenses
ExpenseHARUXCategory Average
Annual Report Expense Ratio (net)0.70%0.45%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.50%
3 Yr Expense Projection241N/A
5 Yr Expense Projection425N/A
10 Yr Expense Projection959N/A
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