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Harbor Bond Institutional (HABDX) Fund Ranking and Research

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

    Last Trade: $12.15 on 8/3/2015, Change: +0.01 (0.08%)

 

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

Fund Manager Information

Fund Manager Tenure: 0.9 years
Fund Family: Harbor
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2015
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 May 30, 2015

  • Harbor Bond Institutional Fund (HABDX) has good short-term performance (1-year return 3.06% vs 2.44% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) has good mid-term performance (3-year return 3.16% vs 2.71% 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) has a lower expense ratio than its Intermediate-Term Bond average: 0.54% vs 0.85%
  • 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 May 30, 2015

  • Harbor Bond Institutional Fund (HABDX) management has been with Harbor Bond Institutional Fund for only 0.9 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 Long-term performance (5-year return 4.27% vs 4.28% Intermediate-Term Bond category median performance)
  • Harbor Bond Institutional Fund (HABDX) has an annual stock turnover rate of 439.00% that is higher than the Intermediate-Term Bond average of 148.19%. 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 3.48 that is higher than category average of 2.91
  • 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 May 30, 2015

 

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 Institutional1.523.063.164.27
DoubleLine Total Return Bond N (DLTNX)1.583.824.127.12Compare
Janus Flexible Bond D (JANFX)1.392.313.254.91Compare
Cavanal Hill Intermediate Bd Inv (APFBX)0.571.464.405.51Compare

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 Intermediate-Term Bond ETF (BIV)1.53%3.71%2.63%
iShares Barclays MBS Bond (MBB)0.95%3.27%1.97%
Vanguard Mortgage-Backed Sec Idx ETF (VMBS)0.96%3.18%2.12%
SPDR Barclays Cap Mortgage Backed Bond (MBG)1.15%3.15%1.91%
iShares Barclays Government/Credit Bond (GBF)0.26%3.11%1.83%

 

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
05/2015$3.62B
04/2015$3.67B
03/2015$3.78B
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
03/20158.19%0%82.58%2.7%
12/20147.01%0%84.31%2.5%
09/201436.38%0%37.9%4.24%
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

Mar 30, 2015
Us 10yr Note(Cbt) Jun15 Xcbt 20150619 [30.02%]
Bwu00bib0 Irs Usd P F 1.00000 Swu00bib0 Ccpvanilla [19.9%]
Bwu00bib0 Irs Usd R V 03mlibor Swuv0bib2 Ccpvanilla [19.83%]
90day Eur Futr Sep15 Xcme 20150914 [17.14%]
Bwu00bhw5 Irs Usd P F .66500 Swu00bhw5 Ccpvanilla [17.08%]
Bwu00bhw5 Irs Usd R V 03mlibor Swuv0bhw7 Ccpvanilla [17.05%]
90day Eur Futr Jun15 Xcme 20150615 [12.78%]
Bwu0617t9 Irs Usd P F 4.25000 Cme Ccp [10.85%]
Bwu00ax17 Irs Usd P F 1.75000 Swu00ax17 Ccpvanilla [9.92%]
Bwu00ax17 Irs Usd R V 03mlibor Swuv0ax19 Ccpvanilla [9.82%]

Dec 30, 2014
Bwu00bhw5 Irs Usd P F .66500 Swu00bhw5 Ccpvanilla [20.29%]
Bwu00bhw5 Irs Usd R V 03mlibor Swuv0bhw7 Ccpvanilla [20.29%]
Us 10yr Note (Cbt)mar15 Xcbt 20150320 [18.47%]
Us Long Bond(Cbt) Mar15 Xcbt 20150320 [10.75%]
Bwu00bib0 Irs Usd R V 03mlibor Swuv0bib2 Ccpvanilla [8.52%]
Bwu00bib0 Irs Usd P F 1.00000 Swu00bib0 Ccpvanilla [8.5%]
90day Eur Futr Jun15 Xcme 20150615 [7.54%]
90day Eur Futr Sep15 Xcme 20150914 [7.5%]
Bwu0617t9 Irs Usd P F 4.25000 Cme Ccp [5.96%]
Swu003fj4 Irs Usd P V 00mffed Fedl01 10/15/15 Cme Ccp [5.96%]

Sep 29, 2014
Us 10yr Note (Cbt)dec14 Xcbt 20141219 [28.03%]
Swu005k20 Irs Usd R F 3.00000 Ccp Vanilla Cme [12.62%]
Swu005k20 Irs Usd P V 03mlibor Ccp Vanilla Cme [12.53%]
Swu008wj4 Irs Usd P V 03mlibor Swuv08wj6 Ccpvanilla [6.58%]
Swu008wj4 Irs Usd R F 1.75000 Swu008wj4 Ccpvanilla [6.56%]
Swu003fj4 Irs Usd P V 00mffed Fedl01 10/15/15 Cme Ccp [5%]
Swu003fj4 Irs Usd R F 1.00000 Ois 1.0 Fedl01 101515 Cme Ccp [4.94%]
Bwu0617t9 Irs Usd P F 4.25000 Cme Ccp [4.59%]
Bwu0617t9 Irs Usd R V 03mlibor Cme Ccp [3.82%]
US TREASURY TIP [2.23%]
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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