Harbor Target Retirement 2055 Fund Administrative Class (HATAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2051+
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation and current income consistent with the fund's current asset allocation. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors planning to retire in or within a few years of 2055 (the target year) and assumes a retirement age of 65. The fund is designed for an investor who plans to withdraw the value of an account in the fund gradually during retirement.


1 month-1.71% 3 years--
3 months-- 5 years--
1 year-- Since inception-0.05%
Data through --

Peer Comparisonvs. Target date 2051+

Performance 5-yr return--+10.06%
Expense ratio1.02%0.97%
Risk 5 year sharpe ratio--0.76
Net assets$85.6K$121.6M
Average market cap$21.4B$33.5B
Average P/E19.117.9
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyHarbor
Fund manager & tenureBrian Collins / 0 Years
Minimal initial investment$50,000.00
Minimum IRA investment--


U.S. stock49.49%
International stock36.11%
Fixed income10.29%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HAINX Harbor International Institutional22.01%
HAVLX Harbor Large Cap Value Instl13.51%
HAIGX Harbor International Growth Instl11.86%
HACAX Harbor Capital Appreciation Instl11.41%
HAMVX Harbor Mid Cap Value Instl8.79%
HASCX Harbor Small Cap Value Instl6.46%
HAMGX Harbor Mid Cap Growth Instl5.86%
HASGX Harbor Small Cap Growth Instl5.28%
HGGAX Harbor Global Growth Instl4.82%
HABDX Harbor Bond Institutional3.51%

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