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Harbor Funds - Harbor Robeco US Conservative Equities Fund (HRUVX)

10.76
0.00
(0.00%)
At close: December 31 at 8:00:24 PM EST
Loading Chart for HRUVX
  • Previous Close 10.76
  • YTD Return 11.50%
  • Expense Ratio 0.79%
  • Category Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 3.71M
  • Beta (5Y Monthly) --
  • Yield 1.44%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • Last Dividend 0.00
  • Inception Date Dec 2, 2019

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of U.S. companies, including futures with similar economic exposures. It invests in stocks of all market capitalizations that the Subadviser believes have a lower downside risk profile relative to the U.S. equity markets. The Subadviser systematically incorporates an analysis of environmental, social, and governance (ESG) factors into its investment process.

Harbor

Fund Family

Large Value

Fund Category

3.71M

Net Assets

2019-12-02

Inception Date

Performance Overview: HRUVX

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Trailing returns as of 6/15/2021. Category is Large Value.

YTD Return

HRUVX
11.50%
Category
4.44%
 

1-Year Return

HRUVX
24.92%
Category
14.37%
 

3-Year Return

HRUVX
0.00%
Category
6.04%
 

5-Year Return

HRUVX
0.00%
Category
9.20%
 

Holdings: HRUVX

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Sector Weightings

SectorHRUVX
Technology   20.04%
Healthcare   15.14%
Industrials   7.76%
Real Estate   3.96%
Utilities   3.00%
Energy   0.00%

Recent News: HRUVX

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Research Reports: HRUVX

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