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HARWX:NASDAQ

Harbor Target Retirement 2035 Fund Investor Class – HARWX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
14.970.00 (0.00%)14.01 - 15.300.0

Market data as of 12:00AM 09/19/14. Quotes are delayed by at least 15 min.

Overview - HARWX

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 2035 (the target year) and assumes a retirement age of 65. The fund's assets are currently allocated among the following asset classes: 39% Domestic Equity & Commodity, 33% Fixed Income, 28% International and Global Equity, and 0% Short Term.

Growth of $10,000 (10 Years)

Total Return12.94%
Yield (Trailing 12 Mo.)2.18%
Expense Ratio1.11%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,500
Management Tenure6 Years
Fund Inception01/02/2009

Trailing Total Returns - HARWX

as of 08/31/2014
TimeframeHARWXS&P 500Target Date 2031-2035
1 Month2.16%4.00%2.64%
3 Month1.40%4.68%2.66%
Year-to-Date5.06%9.89%6.39%
1 Year14.77%25.25%17.81%
3 Year11.92%20.61%13.39%
5 Year11.45%16.88%12.26%
10 Year--8.38%7.10%
Since Inception12.94%10.69%--

Sector Allocation - HARWX

as of 08/31/2014
Basic Materials
 
7.10%
Consumer Cyclical
 
14.74%
Financial Services
 
15.04%
Real Estate
 
2.58%
Consumer Defensive
 
10.41%
Healthcare
 
11.85%
Utilities
 
1.49%
Communication Services
 
1.01%
Energy
 
6.49%
Industrials
 
14.44%
Technology
 
14.85%

Asset Allocation - HARWX

as of 08/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
32.6532.65
Bond0.00
 
 
28.2928.29
Other0.03
 
 
2.612.58
Foreign Stock0.00
 
 
25.3725.37
Foreign Bond15.85
 
 
24.668.81
Total15.88113.5897.70
Cash24.22
 
 
26.482.26
Total Net Assets$8.39M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - HARWX

as of 08/31/2014
CompanyYTD Return% of Assets
HABDX--17.90%
HAINX--14.70%
HYFAX--12.25%
HAVLX--9.01%
HAIGX--7.91%
HACAX--7.62%
HAMVX--5.85%
HACMX--5.00%
HASCX--4.29%
HAMGX--3.90%

Valuation & Growth - HARWX

as of 08/31/2014
ValuationHARWXCategory Range
Price/Earnings19.50
Price/Book2.40
Price/Sales1.45
Price/Cash Flow12.05
Dividend Yield1.68
LT Earnings11.56
Historical Earnings14.13
Sales Growth2.85
Cash-Flow Growth8.1
Book-Value Growth5.83
Key:  Lo 
 Hi

Morningstar Summary - HARWX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - HARWX, 3 Year Avg

Pretax Return11.92%
Tax-adjusted Return10.32%
Tax Cost Ratio1.43%
Potential Cap Gains15.12%

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