| Harbor Capital Appreciation Retirement HNACX |
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| Release date as of 2024-03-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-03-01 |
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| Maximum Sales Fees |
| Maximum Sales Charge |
--- |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.60%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.60%
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| Prospectus Net Expense Ratio |
0.60%
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| Total Annual Operating Expense |
0.64%
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Type |
Date |
% |
| ManagementFee |
Contractual |
2025-02-28 |
0.04 |
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| Inception Date: 2016-03-01 |
| Initial Shareclass Inception Date: 1987-12-29 |
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| Mngr Name |
Natasha Kuhlkin |
| Mngr Start Date |
2019-03-01 |
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| Biography |
| Natasha Kuhlkin is a large cap growth equity portfolio manager. She joined the firm in 2004 as a research analyst and became a portfolio manager in 2014. Before joining Jennison, Natasha was an equity research analyst for the small cap value fund at Palisade Capital Management and prior to that at Evergreen Investment Management. Natasha received a BS in accounting from Binghamton University and is a CFA charterholder. |
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| Mngr Name |
Blair A. Boyer |
| Mngr Start Date |
2019-03-01 |
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| Biography |
| Blair Boyer is co-head of the large cap growth equity team and a large cap growth equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's large cap growth equity portfolios. He joined Jennison in 1993 as an international equity analyst before assuming his current role as portfolio manager in 2003. Prior to that, he was with Bleichroeder managing international equity portfolios and at Verus Capital as a senior portfolio manager. Blair received a BA in economics from Bucknell University and an MBA from New York University's Stern School of Business. |
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| Mngr Name |
Kathleen A. McCarragher |
| Mngr Start Date |
2013-03-01 |
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| Biography |
| Kathleen McCarragher is the head of growth equity and a large cap growth equity portfolio manager. She is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's growth equity platform. Kathleen is also a member of the Jennison Management Team, ESG Investment Leadership Team, and Jennison Board of Directors. Before joining Jennison in 1998, she was a managing director and the director of large cap growth equities with Weiss, Peck & Greer. Prior to that, she was an investor with State Street Research & Management. Kathleen received a BBA, summa cum laude, in finance and economics from the University of Wisconsin-Eau Claire and an MBA from Harvard Business School. |
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| Harbor Capital Advisors Inc |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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