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Harbor Target Retirement 2055 Fund Administrative Class (HATAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 2055
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 and leave the workforce in or within a few years of 2055 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 93% Equity & Commodity, 7% Fixed Income, 0% Short-Term.


1 month0.00% 3 years--
3 months+9.24% 5 years--
1 year-6.14% Since inception+0.19%
Data through --

Peer Comparisonvs. Target-date 2055

Performance 5-yr return--+6.50%
Expense ratio1.01%0.93%
Risk 5 year sharpe ratio--0.54
Net assets$875.4K$225.8M
Average market cap$21.2B$32.4B
Average P/E20.317.3
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyHarbor
Fund manager & tenureBrian Collins / 1 Years
Minimal initial investment$50,000.00
Minimum IRA investment--


U.S. stock50.69%
International stock36.11%
Fixed income10.33%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HAINX Harbor International Fund Institutional Class19.98%
HAIGX Harbor International Growth Fund Institutional Class13.98%
HAVLX Harbor Large Cap Value Fund Institutional Class13.49%
HACAX Harbor Capital Appreciation Fund Institutional Class11.42%
HAMVX Harbor Mid Cap Value Fund Institutional Class8.77%
HASCX Harbor Small Cap Value Fund Institutional Class6.43%
HAMGX Harbor Mid Cap Growth Fund Institutional Class5.86%
HASGX Harbor Small Cap Growth Fund Institutional Class5.28%
HGGAX Harbor Global Growth Fund Institutional Class4.84%
HABDX Harbor Bond Fund Institutional Class3.50%

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