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Harbor Funds - Harbor Robeco International Conservative Equities Fund (HRIRX)

10.95
0.00
(0.00%)
At close: December 31 at 8:00:24 PM EST

Fund Summary

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including futures with similar economic exposures. It invests primarily in stocks of non-U.S. companies of all market capitalizations. The fund invests in stocks of companies that the Subadviser believes have a lower downside risk profile relative to the developed foreign equity markets.

Harbor Funds - Harbor Robeco International Conservative Equities Fund

Harbor Funds
111 South Wacker Drive,34th Floor
800-422-1050

Fund Overview

Category Foreign Large Blend
Fund Family Harbor
Net Assets 3.31M
YTD Return 8.31%
Yield 3.18%
Morningstar Rating --
Inception Date Dec 02, 2019

Fund Operations

Last Dividend 0.33
Last Cap Gain 0.00
Holdings Turnover 32.00%
Average for Category --

Fees & Expenses

Expense HRIRX Category Average
Annual Report Expense Ratio (net) 0.45% 0.92%
Prospectus Net Expense Ratio 0.45% --
Prospectus Gross Expense Ratio 3.67% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 824 --
5 Yr Expense Projection 1,622 --
10 Yr Expense Projection 3,713 --

Management Information

Jan Sytze W.N Mosselaar, Lead Manager since December 02, 2019
Mr. Mosselaar joined Robeco Institutional Asset Management B.V. in 2004 and is a Portfolio Manager within the Conservative Equities Team. His responsibility is RIAM BV’s low-volatility strategy ‘conservative equities’. He started his investment career in 2004 at RIAM BV and worked for 10 years as a Senior Portfolio Manager in the RIAM BV Asset Allocation department, managing multi-asset allocation funds, quant allocation funds and fiduciary pension mandates. He was also part of RIAM BV’s Asset Allocation Committee.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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