Harbor Target Retirement 2020 Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#27 in Target Date 2016-2020

U.S. News evaluated 52 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.72 percent over the past year, 7.08 percent over the past three years, and 13.44 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.3%
1 Year 8.7%
3 Years (Annualized) 7.1%
5 Years (Annualized) 13.4%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and current income. 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 2020 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 61% Fixed Income, 22% Domestic Equity & Commodity, 17% International and Global Equity, and 0% Short Term.