Harbor Target Retirement 2025 Fund

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

U.S. News evaluated 47 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.

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Performance

The fund has returned 14.07 percent over the past year, 7.61 percent over the past three years, and 11.43 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 14.1%
3 Years (Annualized) 7.6%
5 Years (Annualized) 11.4%
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 2025 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 54% Fixed Income, 27% Domestic Equity & Commodity, 19% International and Global Equity, and 0% Short Term.