| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#7 in Retirement Income
U.S. News evaluated 61 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.33 percent over the past year, and 7.47 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.2% |
| 1 Year | 8.3% |
| 3 Years (Annualized) | 7.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and some capital appreciation. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its indirect bond holdings (approximately 80% of the fund's assets) are a diversified mix of short-term, intermediate-term, and long-term investment-grade, taxable U.S. government, U.S. agency, and corporate bonds; inflation-indexed bonds issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations; below investment-grade, high-risk, corporate bonds; and mortgage-backed and asset-backed securities.
