Harbor Bond Institutional (HABDX) Fund Ranking and Research

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

Last Trade: $12.08 on 4/22/2014, Change: -0.01 (-0.08%)

 

Fund Manager - William Gross

Fund Manager Information

Fund Manager Tenure: 26.3 years
Fund Family: Harbor
Fund Category: Intermediate-Term Bond
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: D (Score: 0.46)     (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 Mar 30, 2014

• Harbor Bond Institutional Fund (HABDX) management has been with Harbor Bond Institutional Fund for 26.3 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 0.89%
• 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 Mar 30, 2014

• Harbor Bond Institutional Fund (HABDX) has a less-than-ideal short-term performance (1-year return -0.94% vs 0.13% Intermediate-Term Bond category median performance)
• Harbor Bond Institutional Fund (HABDX) has a less-than-ideal mid-term performance (3-year return 3.69% vs 3.99% Intermediate-Term Bond category median performance)
• Harbor Bond Institutional Fund (HABDX) has a less-than-ideal Long-term performance (5-year return 6.58% vs 6.60% 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 181.77%. 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 3.72 that is higher than category average of 3.05
• 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 Mar 30, 2014

 

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	1.20	-0.94	3.69	6.58
Janus Flexible Bond D (JANFX)	1.91	1.38	5.00	7.00	Compare
Thrivent Opportunity Income Plus I (IIINX)	1.82	0.54	4.33	8.92	Compare
ASTON/TCH Fixed Income I (CTBIX)	2.54	0.97	5.59	8.75	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 Mortgage-Backed Sec Idx ETF (VMBS)	1.66%	0.36%	2.74%
SPDR Barclays Cap Mortgage Backed Bond (MBG)	1.62%	0.13%	2.38%
SPDR Barclays Capital Aggregate Bond (LAG)	1.66%	0.00%	3.65%
Vanguard Intermediate-Term Bond ETF (BIV)	2.52%	-1.36%	5.34%
Grail McDonnell Core Taxable Bond ETF (GMTB)	2.64%	-0.91%	3.77%

 

Harbor Bond Institutional (HABDX) Fund Net Asset

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

Date	Net Asset
03/2014	$6.22B
02/2014	$6.37B
01/2014	$6.46B

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
12/2013	2.97%	0%	52.45%	1.4%
09/2013	3.99%	0%	65.13%	2.12%
06/2013	5.19%	0%	69.77%	0.26%

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

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%]

Sep 29, 2013 90day Eurodollar Futures Cme Jun15 Xcme [29.41%] Swu0566v5 Irs Usd R F 1.50000 Cme Vanilla Ccp [14.11%] Swu0566v5 Irs Usd P V 03mlibor Cme Vanilla Ccp [14.03%] 90day Eurodollar Futures Cme Dec15 Xcme [12.78%] 90day Eurodollar Futures Cme Sep15 Xcme [6.99%] Us 5yr Note (Cbt) Dec13 Xcbt 20131231 [6.6%] Bwu0617t9 Irs Usd P F 4.25000 Cme Ccp [5.05%] US Treasury Note 1.5% [4.63%] Bwu0617t9 Irs Usd R V 03mlibor Cme Ccp [4.54%] Fed Natl Mort Assc 4% [4.53%]

Jun 29, 2013 90day Eurodollar Futures Cme Jun15 Xcme [16.68%] Swu0566v5 Irs Usd R F 1.50000 Cme Vanilla [13.19%] Swu0566v5 Irs Usd P V 03mlibor Cme Vanilla [13.14%] 90day Eurodollar Futures Cme Dec15 Xcme [10.65%] Us 10yr Note (Cbt)sep13 Xcbt 20130919 [5.95%] Bwu0617t9 Irs Usd P F 4.25000 Cme [4.91%] Fannie Mae Single Family TBA 4% 2043-07-01 [4.54%] Bwu0617t9 Irs Usd R V 03mlibor Cme [4.25%] Swu003fj4 Irs Usd P V 00mffed Fedl01 10/15/15 Cme [3.78%] Swu003fj4 Irs Usd R F 1.00000 Ois Usd 1.0 Fedl01 101515 Cme [3.72%]

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)

Why PIMCO Total Return Retained Its Gold Rating 5 Last-Minute IRA Ideas A Conservative Retirement Portfolio in 3 Buckets A Moderate Mutual Fund 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