| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#15 in Target Date 2021-2025
U.S. News evaluated 44 Target Date 2021-2025 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 10.37 percent over the past year, and 8.59 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 10.4% |
| 3 Years (Annualized) | 8.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 2025. Its indirect bond holdings (approximately 54% of the fund's assets) are a diversified mix of short-, intermediate-, and long-term investment-grade, taxable U.S. government, U.S. agency, and corporate bonds. The fund's indirect stock holdings (approximately 46% of the fund's assets) consist of large-capitalization U.S. stocks and, to a lesser extent, of mid- and small-cap U.S. stocks, as well as foreign stocks.
