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Harbor Bond Institutional (HABDX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Bond Institutional (HABDX) Fund

    Last Trade: $12.27 on 10/24/2014, Change: +0.01 (0.08%)

 

Graph of Harbor Bond Institutional Fund (HABDX) ManagerFund Manager - Mihir P. Worah

Fund Manager Information

Fund Manager Tenure: 0.1 years
Fund Family: Harbor
Fund Category: Intermediate-Term Bond
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011), Kiplinger (2011),

 

Graph of Harbor Bond Institutional Fund (HABDX) ProfileHarbor Bond Institutional Fund (HABDX) Profile

Fund Profile and Description

Harbor Bond Institutional Fund seeks total return. Harbor Bond Institutional Fund invests at least 80% of total assets in a diversified portfolio of bonds, which include all types of fixed-income securities. It primarily invests in intermediate bonds with an overall portfolio rated high quality. Harbor Bond Institutional Fund may invest up to 30% of total assets in non-U.S. dollar-denominated securities. It also may invest up to 15% of total assets in securities of issuers based in countries with developing (or emerging markets) economies.

 

Harbor Bond Institutional (HABDX) Fund Strength What we like about Harbor Bond Institutional (HABDX) Fund

Data for Harbor Bond Institutional Fund (HABDX) as of Sep 29, 2014

  • Harbor Bond Institutional Fund (HABDX) has good mid-term performance (3-year return 4.19% vs 3.38% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) ratio of up-years vs down years is greater than 2
  • Harbor Bond Institutional Fund (HABDX) has a Morningstar rating of 4 and above
  • Harbor Bond Institutional Fund (HABDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Bond Institutional Fund (HABDX) Weakness What we are cautious about Harbor Bond Institutional (HABDX) Fund

Data for Harbor Bond Institutional Fund (HABDX) as of Sep 29, 2014

  • Harbor Bond Institutional Fund (HABDX) management has been with Harbor Bond Institutional Fund for only 0.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Harbor Bond Institutional Fund (HABDX) has a less-than-ideal short-term performance (1-year return 3.32% vs 4.30% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) has a less-than-ideal Long-term performance (5-year return 4.63% vs 4.78% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.54 that is higher than category average of 2.9
See Harbor Bond Institutional Fund (HABDX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Harbor Bond Institutional Fund (HABDX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Bond Institutional3.103.324.194.63
Janus Flexible Bond D (JANFX)3.844.684.345.52Compare
Cavanal Hill Intermediate Bd Inv (APFBX)3.073.245.207.47Compare
Baird Aggregate Bond Inst (BAGIX)5.045.174.335.72Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Harbor Bond Institutional Fund (HABDX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Barclays Government/Credit Bond (GBF)3.90%4.81%2.40%
Grail McDonnell Core Taxable Bond ETF (GMTB)4.71%4.80%2.00%
Vanguard Intermediate-Term Bond ETF (BIV)5.20%4.72%3.25%
iShares Barclays Aggregate Bond (AGG)4.04%4.07%2.29%
Vanguard Total Bond Market ETF (BND)4.13%4.05%2.35%

 

Graph of Harbor Bond Institutional Fund (HABDX) Net Asset TrackingHarbor Bond Institutional (HABDX) Fund Net Asset

Track net asset change of Harbor Bond Institutional fund (HABDX)

DateNet Asset
09/2014$5.56B
08/2014$6.05B
07/2014$6.02B
More historic net asset information on Harbor Bond Institutional Fund (HABDX)

  

Graph of Harbor Bond Institutional Fund (HABDX) Portfolio TrackingHarbor Bond Institutional (HABDX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Bond Institutional fund (HABDX)

DateCashStockBondOther
06/201437.74%0%48.5%4.95%
03/20144.78%0%77.37%1.64%
12/20132.97%0%52.45%1.4%
Click here to see more historic asset allocation information on Harbor Bond Institutional Fund (HABDX)

 

graph of Harbor Bond Institutional Fund (HABDX) Top 10 Position TrackingTop 10 Holdings in Harbor Bond Institutional (HABDX) Fund

Discover what Harbor Bond Institutional Fund (HABDX) manager is buying

Jun 29, 2014
Swu005k20 Irs Usd R F 3.00000 Ccp Vanilla Cme [10.48%]
Swu005k20 Irs Usd P V 03mlibor Ccp Vanilla Cme [10.38%]
Us 10yr Note (Cbt)sep14 Xcbt 20140919 [6.37%]
Us 5yr Note (Cbt) Sep14 Xcbt 20140930 [5.92%]
Swu008wj4 Irs Usd P V 03mlibor Swuv08wj6 Ccpvanilla [3.7%]
Swu008wj4 Irs Usd R F 1.75000 Swu008wj4 Ccpvanilla [3.7%]
Swu006fz1 Irs Usd R F 1.50000 Swu006fz1 Ccpvanilla Cme [3.65%]
Swu006fz1 Irs Usd P V 03mlibor Swuv06fz3 Ccpvanilla Cme [3.64%]
Swu0566v5 Irs Usd R F 1.50000 Cme Vanilla Ccp [2.42%]
Swu0566v5 Irs Usd P V 03mlibor Cme Vanilla Ccp [2.4%]

Mar 30, 2014
90day Eur Futr Dec15 Xcme 20151214 [17.74%]
Swu005k20 Irs Usd R F 3.00000 Ccp Vanilla Cme [11.32%]
Swu005k20 Irs Usd P V 03mlibor Ccp Vanilla Cme [11.25%]
90day Eur Futr Jun15 Xcme 20150615 [10.4%]
90day Eur Futr Sep15 Xcme 20150914 [9.38%]
Swu0566v5 Irs Usd R F 1.50000 Cme Vanilla Ccp [6.66%]
Swu0566v5 Irs Usd P V 03mlibor Cme Vanilla Ccp [6.61%]
90day Eur Futr Mar16 Xcme 20160314 [6.5%]
Us 5yr Note (Cbt) Jun14 Xcbt 20140630 [5.26%]
Swu006fz1 Irs Usd P V 03mlibor Swuv06fz3 Ccpvanilla Cme [3.95%]

Dec 30, 2013
90day Eur Futr Dec15 Xcme 20151214 [40.01%]
Swu005k20 Irs Usd R F 3.00000 Ccp Vanilla Cme [25.49%]
Swu005k20 Irs Usd P V 03mlibor Ccp Vanilla Cme [25.36%]
90day Eur Futr Sep15 Xcme 20150914 [19.2%]
Swu0566v5 Irs Usd R F 1.50000 Cme Vanilla Ccp [15.01%]
Swu0566v5 Irs Usd P V 03mlibor Cme Vanilla Ccp [14.91%]
90day Eur Futr Mar16 Xcme 20160314 [14.66%]
90day Eur Futr Dec14 Xcme 20141215 [10.38%]
90day Eur Futr Jun15 Xcme 20150615 [9.14%]
Us 5yr Note (Cbt) Mar14 Xcbt 20140331 [9.1%]
Click here for Stock Holding Change Map in Harbor Bond Institutional Fund (HABDX)

  

Latest News on Harbor Bond Institutional (HABDX) Fund

See what is happening with Harbor Bond Institutional Fund (HABDX)

 

Harbor Bond Institutional Fund (HABDX) Related ResourcesSee more information on Harbor Bond Institutional (HABDX) Fund

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