| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#17 in Target Date 2026-2030
U.S. News evaluated 45 Target Date 2026-2030 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 11.03 percent over the past year, and 8.93 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.9% |
| 1 Year | 11.0% |
| 3 Years (Annualized) | 8.9% |
| 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 within a few years of 2030. The fund's indirect stock holdings (approximately 57% of assets) consist of large-capitalization U.S. stocks and, to a lesser extent, of mid-cap and small-cap U.S. stocks, as well as foreign stocks, including those of companies located in emerging market countries. The fund's indirect bond holdings (approximately 43% of assets) are a diversified mix of debt securities, all with maturities of more than one year.
