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Harbor Bond Institutional (HABDX) Fund Ranking and Research

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

    Last Trade: $12.18 on 9/18/2014, Change: -0.02 (-0.16%)

 

Graph of Harbor Bond Institutional Fund (HABDX) ManagerFund Manager - William Gross

Fund Manager Information

Fund Manager Tenure: 26.7 years
Fund Family: Harbor
Fund Category: Intermediate-Term Bond
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: D (Score: 0.45)     (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 Jul 30, 2014

  • Harbor Bond Institutional Fund (HABDX) management has been with Harbor Bond Institutional Fund for 26.7 years
  • 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: 0.53% vs 0.88%
  • 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 Jul 30, 2014

  • Harbor Bond Institutional Fund (HABDX) has a less-than-ideal short-term performance (1-year return 3.75% vs 4.40% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) has a less-than-ideal mid-term performance (3-year return 3.31% vs 3.49% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) has a less-than-ideal Long-term performance (5-year return 5.28% vs 5.40% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) is less safe compared to its Intermediate-Term Bond peers
  • Harbor Bond Institutional Fund (HABDX) has an annual stock turnover rate of 446.00% that is higher than the Intermediate-Term Bond average of 173.65%. 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 3.69 that is higher than category average of 2.96
  • Asset base in Harbor Bond Institutional Fund (HABDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Harbor Bond Institutional Fund (HABDX) performance details as of Jul 30, 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 Institutional2.893.753.315.28
Janus Flexible Bond D (JANFX)3.724.994.386.07Compare
ASTON/TCH Fixed Income I (CTBIX)5.216.375.257.03Compare
Cavanal Hill Intermediate Bd Inv (APFBX)2.873.784.748.38Compare

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
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT)5.81%6.70%5.41%
Grail McDonnell Core Taxable Bond ETF (GMTB)5.03%5.42%3.29%
iShares Barclays Government/Credit Bond (GBF)3.63%4.63%3.30%
Vanguard Intermediate-Term Bond ETF (BIV)4.67%4.54%4.00%
SPDR Barclays Cap Mortgage Backed Bond (MBG)3.54%4.21%2.12%

 

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
07/2014$6.02B
06/2014$6.10B
03/2014$6.22B
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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