Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Harbor Capital Appreciation Retirement  HNACX
Release date as of 2021-12-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2021-03-01  
Maximum Sales Fees
Maximum Sales Charge ---
Maximum Fees
Administrative ---
Management 0.60%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.60%
Prospectus Net Expense Ratio 0.59%
Total Annual Operating Expense 0.64%
Waiver Data
Type Date %
ManagementFee Contractual 2022-02-28 0.05
  Management
Inception Date: 2016-03-01
Initial Shareclass Inception Date: 1987-12-29
Mngr Name Spiros “Sig” Segalas
Mngr Start Date 1990-05-01
Biography
Spiros “Sig” Segalas was one of the original founders of Jennison in 1969. He is currently President, Chief Investment Officer and a large cap growth equity portfolio manager. Mr. Segalas began his investment career as a research analyst with Bankers Trust Company in 1960 and was responsible for technology, aerospace, and conglomerate securities. In 1963, he was appointed group head of the technology group; in 1967, he was asked to manage a newly introduced commingled emerging growth fund for the bank's institutional clients. He was also appointed to the bank's investment policy group. Mr. Segalas earned a BA from Princeton University, after which he served as an officer in the US Navy.
Mngr Name Natasha Kuhlkin
Mngr Start Date 2019-03-01
Biography
Natasha Kuhlkin, CFA, is a managing director and a large cap growth equity portfolio manager and research analyst. She joined Jennison Associates in May 2004. Prior to Jennison, Natasha was an equity research analyst at Palisade Capital Management, covering the consumer staples and cyclicals sectors. From 1998 to 2003, Natasha was with Evergreen Investment Management, where she was an analyst for the Evergreen Small Cap Value Fund. She received a BS, magna cum laude, in accounting from Binghamton University.
Mngr Name Blair A. Boyer
Mngr Start Date 2019-03-01
Biography
Blair A. Boyer is a managing director Co-Head of Large Cap Growth Equity and a large cap growth equity portfolio manager. He joined Jennison Associates in March 1993. Prior to joining the Growth Equity team in 2003, Blair co-managed international equity portfolios for 10 years. During his tenure as an international equity portfolio manager, he managed the Jennison International Growth Fund from its inception in March 2000. Blair managed international equity portfolios at Bleichroeder from 1989 to 1993. Prior to that, he was a research analyst and then a senior portfolio manager in the Verus Capital division at Bleichroeder beginning in 1983. He received a BA in economics from Bucknell University and an MBA in finance from New York University.
Mngr Name Kathleen A. McCarragher
Mngr Start Date 2013-03-01
Biography
Kathleen A. McCarragher is a managing director, the head of growth equity, and a large cap growth equity portfolio manager. She joined Jennison Associates in May 1998. Prior to Jennison, Kathleen spent six years with Weiss, Peck & Greer, where she was a managing director and the director of large cap growth equities. In addition, Kathleen spent 10 years with State Street Research & Management, initially as a research analyst responsible for health care, transports, and financials and then as a portfolio manager and member of the investment committee. She received a BBA from the University of Wisconsin-Eau Claire, summa cum laude, and an MBA from Harvard Business School. Ms. McCarragher began her investment career in 1982.
Investment Advisor(s)
Harbor Capital Advisors Inc
Web Site
www.harborfunds.com
Issuer
Harbor
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