NOT AVAILABLE TO DIRECT INVESTORS OR INTERMEDIARIES

| Fact Sheet

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

"We believe pairing a thoughtful asset allocation structure with talented underlying fund managers will deliver attractive investment results for our shareholders."Brian Collins. CIO, Portfolio Manager. Harbor Capital Advisors.

Current Price

As of 12/13/2019

Price (NAV)$9.48
Daily Change ($)$0.03
Daily Change (%)0.32%
YTD Return22.80%

Fund Facts

Inception Date1/2/2009
Net Expense Ratio0.75%
Gross Expense Ratio0.75%
Total Net Assets (million)
(As of 11/30/2019)
$28.303
TickerHARYX
Fund Number2607
Share ClassInstitutional

Annualized Returns

YTD Return16.06%
1 Yr.3.25%
5 Yr.6.23%
10 Yr.8.27%
Since Inception9.66%

As of 9/30/2019