Harbor Bond Fund Institutional Class (HABDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate core-plus bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks total return. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Its average duration, as calculated by the Subadviser, is normally equal to that of its benchmark, plus or minus two years. The fund may invest up to 30% of its total assets in non-U.S. dollar-denominated securities and may invest without limit in U.S. dollar-denominated securities of foreign issuers.


1 month+0.32% 3 years+5.22%
3 months+2.19% 5 years+4.78%
1 year+8.72% Since inception+6.96%
Data through --

Peer Comparisonvs. Intermediate core-plus bond

Performance 5-yr return+4.78%+3.98%
Expense ratio1.15%0.79%
Risk 5 year sharpe ratio1.050.84
Net assets$2.0B$5.3B
Average market cap----
Average P/E----
Portfolio turnover644%644%

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Fund Management and Purchase Info

Fund familyHarbor
Fund manager & tenureScott Mather / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


Fixed income94.40%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
-- 9.69%
-- 6.18%
-- 4.02%
-- 3.86%
-- 3.71%
-- 3.71%
-- 3.64%
-- 3.57%
-- 3.48%
-- 3.22%