Harbor Bond Institutional (HABDX) Fund Ranking and Research

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

Last Trade: $11.71 on 6/23/2017, Change: +0.01 (0.09%)

 

Fund Manager - Scott A. Mather

Fund Manager Information

Fund Manager Tenure: 2.7 years
Fund Family: Harbor
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011), Kiplinger (2011),

 

Harbor 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.

 

 What we like about Harbor Bond Institutional (HABDX) Fund

Data for Harbor Bond Institutional Fund (HABDX) as of May 30, 2016

• 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) has a lower expense ratio than its Intermediate-Term Bond average: 0.52% vs 0.81%
• Harbor Bond Institutional Fund (HABDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Harbor Bond Institutional Fund (HABDX) as of May 30, 2016

• Harbor Bond Institutional Fund (HABDX) management has been with Harbor Bond Institutional Fund for only 2.7 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 1.53% vs 2.06% Intermediate-Term Bond category median performance)
• Harbor Bond Institutional Fund (HABDX) has a less-than-ideal mid-term performance (3-year return 2.20% vs 2.45% Intermediate-Term Bond category median performance)
• Harbor Bond Institutional Fund (HABDX) has a less-than-ideal Long-term performance (5-year return 3.10% vs 3.27% Intermediate-Term Bond category median performance)
• Harbor Bond Institutional Fund (HABDX) has an annual stock turnover rate of 586.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean Harbor Bond Institutional is more nimble, but also signal potential high tax impact and high trading fees
• Harbor Bond Institutional Fund (HABDX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.39 that is higher than category average of 3.08

See Harbor Bond Institutional Fund (HABDX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Harbor Bond Institutional	2.84	1.53	2.20	3.10
DoubleLine Total Return Bond N (DLTNX)	1.96	2.45	2.98	4.59	Compare
Sterling Capital Total Return Bond I (BIBTX)	3.75	3.24	3.10	3.66	Compare
Touchstone Flexible Income Y (MXIIX)	3.01	3.85	3.80	4.64	Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Vanguard Intermediate-Term Bond ETF (BIV)	4.41%	3.91%	3.36%
Vanguard Total Bond Market ETF (BND)	3.37%	3.14%	2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)	2.02%	2.51%	2.99%
iShares MBS (MBB)	2.24%	2.43%	2.91%
iShares Interm Government/Credit Bd (GVI)	2.51%	2.14%	1.88%

 

Harbor Bond Institutional (HABDX) Fund Net Asset

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

Date	Net Asset
05/2016	$2.72B
03/2016	$2.76B
02/2016	$2.75B

More historic net asset information on Harbor Bond Institutional Fund (HABDX)

  

Harbor Bond Institutional (HABDX) Fund Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
03/2016	2.32%	0%	91.24%	0.97%
12/2015	1.5%	0%	91.98%	1.18%
09/2015	4.27%	0%	88.03%	1.9%

Click here to see more historic asset allocation information on Harbor Bond Institutional Fund (HABDX)

 

Top 10 Holdings in Harbor Bond Institutional (HABDX) Fund

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

Mar 30, 2016 Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [57.61%] 90day Eur Futr Mar17 Xcme 20170313 [30.64%] 90day Eur Futr Mar18 Xcme 20180319 [24.27%] Us 10yr Note (Cbt)jun16 Xcbt 20160621 [16.14%] 90day Eur Futr Sep17 Xcme 20170918 [15.16%] Bwu00d7p7 Irs Usd P F 2.75000 Ccp Cme [14.98%] 90day Sterling Fu Mar18 Ifll 20180321 [13.36%] Bwu00d7p7 Irs Usd R V 03mlibor Ccp Cme [13.18%] 90day Eur Futr Jun18 Xcme 20180618 [11.85%] 90day Eur Futr Dec17 Xcme 20171218 [11.85%]

Dec 30, 2015 Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [47.05%] Us 10yr Note (Cbt)mar16 Xcbt 20160321 [28.26%] 90day Eur Futr Mar17 Xcme 20170313 [27.91%] 90day Eur Futr Sep17 Xcme 20170918 [15.78%] Bwu00fp23 Irs Mxn P F 3.61000 Swu00fp23 Ccpvanilla [14.35%] Bwu00fp23 Irs Mxn R V 01mtiie Swuv0fp25 Ccpvanilla [14.35%] Bwu00d7p7 Irs Usd P F 2.75000 Ccp Cme [12.75%] Bwu00d7p7 Irs Usd R V 03mlibor Ccp Cme [12.51%] 90day Sterling Fu Mar17 Ifll 20170315 [12.35%] Bwu00dad0 Irs Usd P F 2.25000 Swu00dad0 Ccpvanilla [9.61%]

Sep 29, 2015 Us 5yr Note (Cbt) Dec15 Xcbt 20151231 [34.98%] 90day Eur Futr Mar17 Xcme 20170313 [23.26%] Fed Natl Mort Assc 3.5% [15.99%] 90day Eur Futr Sep17 Xcme 20170918 [13.15%] 90day Eur Futr Jun16 Xcme 20160613 [12.22%] Fannie Mae Single Family TBA 4% 2045-11-01 [11.87%] 90day Eur Futr Dec17 Xcme 20171218 [11.78%] Bwu00d7p7 Irs Usd P F 2.75000 Swu00d7p7 Ccpvanilla [11.31%] Bwu00d7p7 Irs Usd R V 03mlibor Swuv0d7p9 Ccpvanilla [10.88%] 90day Eur Futr Sep16 Xcme 20160919 [9.29%]

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)

Spring in Our Step: Another Busy Month for Analyst Ratings More Confidence in This Silver-Rated Bond Fund A Bucket Portfolio Checkup An Aggressive Retirement Portfolio in 3 Buckets

 

See more information on Harbor Bond Institutional (HABDX) Fund

Popular pages on Harbor Bond Institutional (HABDX) Fund

• Harbor Bond Institutional (HABDX) Fund Research and Recommendation
• Harbor Bond Institutional (HABDX) Fund Performance Data
• Harbor Bond Institutional (HABDX) Fund Manager Information
• Historic Harbor Bond Institutional (HABDX) Fund Asset Allocation Report
• Historic Harbor Bond Institutional (HABDX) Fund Top 10 Holding Tracking
• Historic Harbor Bond Institutional (HABDX) Fund Asset Under Management Tracking