Low volatility with a twist. Turn risk/reward on its head in the US.

| 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 5/27/2020

Price (NAV)$8.77
Daily Change ($)$0.18
Daily Change (%)2.10%
YTD Return-13.60%

Fund Facts

Inception Date12/1/2019
Net Expense Ratio0.43%
Gross Expense Ratio4.20%
Total Net Assets (million)
(As of 4/30/2020)
Fund Number2301
Share ClassInstitutional

Top Ten

Apple Inc. [AAPL]2.4%
Procter & Gamble Co. [PG]2.4%
Microsoft Corp. [MSFT]2.4%
AT&T Inc. [T]2.2%
Intel Corp. [INTC]1.8%
Verizon Communications Inc. [VZ]1.7%
Merck & Co. Inc. [MRK]1.6%
JPMorgan Chase & Co. [JPM]1.5%
Walmart Inc. [WMT]1.5%
Pfizer Inc. [PFE]1.5%
% of Total Holdings:19.0%

As of 3/31/2020