Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.92% 0.10% 3.741M 40.67
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.64% 125.0% -- Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term total return while limiting downside risk. To seek to achieve the fund’s investment objective, Harbor Capital Advisors Inc., the fund’s investment adviser (the “advisor”), allocates the fund’s assets among various asset classes and market sectors based on its assessment of global economic and market conditions, primarily through investments in a diversified portfolio of exchange-traded funds, including other funds managed by the advisor.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Global Allocation
Category Index --
Global Category Name Allocation Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jake Schurmeier 0.55 yrs
Jason Alonzo 0.55 yrs
Jonathan Poynter 0.55 yrs
Justin Menne 0.55 yrs
Spenser Lerner 0.55 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
5.03%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.76%
18.67%
-7.70%
19.62%
9.29%
12.24%
-13.41%
13.32%
2.35%
--
--
--
--
--
--
8.37%
0.11%
--
--
--
--
--
4.03%
11.33%
13.79%
20.04%
-7.87%
22.60%
12.81%
15.41%
-16.23%
18.27%
3.49%
As of April 23, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.32% Upgrade Upgrade
Stock 71.88% Upgrade Upgrade
Bond 18.53% Upgrade Upgrade
Convertible 0.01% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 9.27% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term total return while limiting downside risk. To seek to achieve the fund’s investment objective, Harbor Capital Advisors Inc., the fund’s investment adviser (the “advisor”), allocates the fund’s assets among various asset classes and market sectors based on its assessment of global economic and market conditions, primarily through investments in a diversified portfolio of exchange-traded funds, including other funds managed by the advisor.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Global Allocation
Category Index --
Global Category Name Allocation Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Jake Schurmeier 0.55 yrs
Jason Alonzo 0.55 yrs
Jonathan Poynter 0.55 yrs
Justin Menne 0.55 yrs
Spenser Lerner 0.55 yrs

Top Portfolio Holders

0 of 0