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.”Spenser Lerner, CFA. Head of Multi-Asset Solutions, Portfolio Manager. Harbor Capital Advisors.

Current Price

As of 9/17/2021

NAV Price$10.45
NAV Daily Change ($)-$0.06
NAV Daily Change (%)-0.57%
NAV YTD Return9.65%

Fund Facts

Inception Date1/2/2009
Net Expense Ratio0.72%
Gross Expense Ratio0.72%
Total Net Assets (million)
(As of 8/31/2021)
$42.066
TickerHARYX
Fund Number2607
Share ClassInstitutional

Annualized Returns

YTD Return8.08%
1 Yr.31.55%
5 Yr.12.55%
10 Yr.9.00%
Since Inception10.95%

As of 6/30/2021

Additional Information about Harbor Funds