NOT AVAILABLE TO DIRECT INVESTORS OR INTERMEDIARIES

Why invest in Harbor Target Retirement 2040 Fund?

  • You are an employee of Harbor Capital Advisors, Inc. or Owens-Illinois, Inc. See more
  • You seek hands-free portfolio management. See more
  • You are planning to retire around 2040. See more

“Our retirement solutions combine Harbor’s asset allocation expertise with portfolio management from our vast network of highly skilled investors, offering a hands-off approach to retirement savings.”Matthew Pallai. Head of Multi-Asset Solutions, Portfolio Manager. Harbor Capital Advisors.

Current Price

As of 1/15/2021

Price (NAV)$9.68
Daily Change ($)-$0.08
Daily Change (%)-0.82%
YTD Return1.57%

Fund Facts

Inception Date1/2/2009
Net Expense Ratio0.77%
Gross Expense Ratio0.77%
Total Net Assets (million)
(As of 12/31/2020)
$35.998
TickerHARYX
Fund Number2607
Share ClassInstitutional

Annualized Returns

YTD Return17.67%
1 Yr.17.67%
5 Yr.11.28%
10 Yr.8.70%
Since Inception10.71%

As of 12/31/2020

Additional Information about Harbor Funds