Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.361.0127.01-8.4917.11
    Category Average0.192.7424.73-7.7517.56
    Assets for Each Yr*77.1267.1269.5243.0945.61
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.11 10.36 5.94

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $45,606 mil $50,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 75.89 0.94 Average
    International Stock 2.0 17.44 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.6 1.58 0.83 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Harbor Small Cap Val Paul E. Viera 17.80
    Harbor Mid Cap Growt Michael T. Carmen 12.30
    Harbor Small Cap Gro Ethan J. Meyers 12.00
    Harbor Target Retire Brian L. Collins 10.70
    Harbor Target Retire Brian L. Collins 10.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Harbor Focused Inter Vincent Houghton 0.30
    Harbor International Jonathan P. Brodsky 0.30
    Harbor Overseas Inve Brendan O. Bradley 0.50
    Harbor International William J. Arah 1.10
    Harbor Core Bond Ret James E. Gubitosi 1.30