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Harbor Funds - Harbor Target Retirement 2040 Fund (HARYX)

9.06
0.00
(0.00%)
At close: February 25 at 8:00:23 PM EST
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  • Previous Close 9.06
  • YTD Return -0.98%
  • Expense Ratio 0.72%
  • Category Target-Date 2040
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 41.46M
  • Beta (5Y Monthly) 1.31
  • Yield 1.83%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.20
  • Inception Date Jan 2, 2009

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

Fund Family

Target-Date 2040

Fund Category

41.46M

Net Assets

2009-01-02

Inception Date

More about Harbor Funds - Harbor Target Retirement 2040 Fund

Performance Overview: HARYX

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Trailing returns as of 1/14/2022. Category is Target-Date 2040.

YTD Return

HARYX
0.98%
Category
10.80%
 

1-Year Return

HARYX
5.74%
Category
33.59%
 

3-Year Return

HARYX
15.25%
Category
12.99%
 

5-Year Return

HARYX
11.83%
Category
12.87%
 

Holdings: HARYX

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Sector Weightings

SectorHARYX
Technology   17.93%
Financial Services   15.09%
Consumer Cyclical   15.06%
Industrials   14.83%
Healthcare   12.60%
Communication Services   7.60%
Consumer Defensive   7.22%
Basic Materials   4.64%
Real Estate   2.77%
Energy   1.88%
Utilities   0.40%
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Recent News: HARYX

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Research Reports: HARYX

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