Low volatility with a twist. Turn risk/reward on its head, emerging markets-style.

| Prospectus

Why invest in a Harbor Robeco Conservative Equities Fund?

  • You don’t always have to take high risks in order to get rewards. See more
  • Robeco’s Conservative Equity approach to low volatility investing has a little something extra. See more
  • The benefits of low volatility investing seem unlikely to fade. See more
  • Gain access to a manager and firm who pioneered low volatility investing. See more

“The Robeco Conservative Equities strategy benefits from a revolutionary paradox: risk and return do not go hand in hand. The scientific evidence for this is the basis for our investment philosophy.”Pim van Vliet, Ph.D., Portfolio Manager and Head of Conservative Equities, Robeco.

Current Price

As of 2/26/2020

Price (NAV)$9.82
Daily Change ($)-$0.01
Daily Change (%)-0.10%
YTD Return-7.36%

Fund Facts

Inception Date12/1/2019
Net Expense Ratio0.83%
Gross Expense Ratio6.60%
Total Net Assets (million)
(As of 1/31/2020)
$1.492
TickerHRETX
Fund Number2304
Share ClassInstitutional

Top Ten

Alibaba Group Holding Ltd. ADR [BABA]2.0%
Ping An Insurance Group Co. of China Ltd. [2318]1.9%
Taiwan Semiconductor Manufacturing Co. Ltd. [2330]1.7%
China Mobile Ltd. [941]1.7%
China Construction Bank Corp. [939]1.5%
Gazprom PJSC ADR [OGZPY]1.5%
LUKOIL Pjsc ADR [LUKOY]1.4%
Infosys Ltd. ADR [INFY]1.4%
Bank of China Ltd. [3988]1.3%
CNOOC Ltd. [883]1.3%
% of Total Holdings:15.7%

As of 12/31/2019