Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.88% 0.06% 3.715M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies for which the Subadvisor believes the enablement and/or adoption of artificial intelligence (AI) may play a material role in driving performance (“AI Companies”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Harbor Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
5.36%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
1.83%
--
--
--
--
--
--
--
10.15%
--
--
--
--
25.03%
27.61%
16.72%
-0.88%
--
--
--
--
28.27%
-3.93%
23.20%
10.51%
--
--
--
--
--
9.45%
1.69%
2.22%
As of January 10, 2026.

Asset Allocation

As of January 09, 2026.
Type % Net
Cash 0.77%
Stock 99.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The investment seeks long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies for which the Subadvisor believes the enablement and/or adoption of artificial intelligence (AI) may play a material role in driving performance (“AI Companies”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Science & Technology Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Harbor Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders