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Harbor Funds - Harbor Robeco International Conservative Equities Fund (HRIEX)

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10.950.00 (0.00%)
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Harbor Funds - Harbor Robeco International Conservative Equities Fund

Harbor Funds

111 South Wacker Drive,34th Floor

Chicago, IL 60606-4302

800-422-1050
Management Information
Jan Sytze W.N Mosselaar,Lead Manager since December 1, 2019
Mr. Mosselaar joined Robeco Institutional Asset Management B.V. in 2004 and is a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. He started his investment career in 2004 at RIAM BV and worked for 10 years as a Senior Portfolio Manager in the RIAM BV Asset Allocation department, managing multi-asset allocation funds, quant allocation funds and fiduciary pension mandates. He was also part of RIAM BV’s Asset Allocation Committee.
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

CategoryForeign Large Blend
Fund FamilyHarbor
Net Assets3.31M
YTD Return8.31%
Yield3.11%
Morningstar RatingN/A1
Inception DateDec 1, 2019

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover32.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHRIEXCategory Average
Annual Report Expense Ratio (net)0.53%0.92%
Prospectus Net Expense Ratio0.53%N/A
Prospectus Gross Expense Ratio3.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection848N/A
5 Yr Expense Projection1,661N/A
10 Yr Expense Projection3,785N/A