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Harbor Commodity Real Return ST Instl (HACMX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Commodity Real Return ST Instl (HACMX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Harbor Commodity Real Return ST Instl Fund (HACMX) ManagerFund Manager - Nicholas Johnson

Fund Manager Information

Fund Manager Tenure: 2.8 years
Fund Family: Harbor
Fund Category: Commodities Broad Basket
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),

 

Graph of Harbor Commodity Real Return ST Instl Fund (HACMX) ProfileHarbor Commodity Real Return ST Instl Fund (HACMX) Profile

Fund Profile and Description

Harbor Commodity Real Return ST Instl Fund seeks maximum real return, consistent with prudent investment management. Harbor Commodity Real Return ST Instl Fund invests in commodity-linked derivative instruments backed by a portfolio of inflation-indexed securities and other fixed-income instruments. It also may invest in common and preferred stocks as well as convertible securities of issuers in commodity-related industries. Harbor Commodity Real Return ST Instl Fund may invest up to 30% of total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It is non-diversified.

 

Harbor Commodity Real Return ST Instl (HACMX) Fund Strength What we like about Harbor Commodity Real Return ST Instl (HACMX) Fund

Data for Harbor Commodity Real Return ST Instl Fund (HACMX) as of May 30, 2016

  • Asset base in Harbor Commodity Real Return ST Instl Fund (HACMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has a lower expense ratio than its Commodities Broad Basket average: 0.94% vs 1.36%
  • Harbor Commodity Real Return ST Instl Fund (HACMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Commodity Real Return ST Instl Fund (HACMX) Weakness What we are cautious about Harbor Commodity Real Return ST Instl (HACMX) Fund

Data for Harbor Commodity Real Return ST Instl Fund (HACMX) as of May 30, 2016

  • Harbor Commodity Real Return ST Instl Fund (HACMX) management has been with Harbor Commodity Real Return ST Instl Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has a less-than-ideal short-term performance (1-year return -16.89% vs -15.34% Commodities Broad Basket category median performance)
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has a less-than-ideal mid-term performance (3-year return -15.03% vs -13.57% Commodities Broad Basket category median performance)
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has a less-than-ideal Long-term performance (5-year return -12.62% vs -12.39% Commodities Broad Basket category median performance)
  • Harbor Commodity Real Return ST Instl Fund (HACMX) ratio of up-years vs down years can be improved
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has a Morningstar rating of 3 and below
  • Harbor Commodity Real Return ST Instl Fund (HACMX) has an annual stock turnover rate of 784.00% that is higher than the Commodities Broad Basket average of 376.73%. This could mean Harbor Commodity Real Return ST Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Harbor Commodity Real Return ST Instl Fund (HACMX) does not have a good risk adjusted return as its 3-year Alpha of -2.94 is worse than category average of -1.76, and its 3-year Sharpe ratio is -0.96
  • Harbor Commodity Real Return ST Instl Fund (HACMX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.64 that is higher than category average of 14.1
See Harbor Commodity Real Return ST Instl Fund (HACMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Harbor Commodity Real Return ST Instl Fund (HACMX)Compare with other top Commodities Broad Basket category mutual funds

Aadditional top Commodities Broad Basket mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Commodity Real Return ST Instl9.55-16.89-15.03-12.62
Deutsche Enhanced Commodity Strat Instl (SKIRX)9.07-6.70-6.11-7.68Compare

See top fund managers for Commodities Broad Basket Category Funds

 

Compare Harbor Commodity Real Return ST Instl Fund (HACMX)Compare with Commodities Broad Basket category ETFs

Some Commodities Broad Basket ETFs for your consideration

ETFYear to DateOne YearThree Year
GreenHaven Continuous Commodity ETF (GCC)000
United States Commodity Index (USCI)2.62%-9.93%-9.14%
iPath Pure Beta S&P GSCI-Weighted ETN (SBV)3.47%-27.10%-20.17%
PowerShares DB Commodity Tracking ETF (DBC)10.10%-16.94%-17.14%
iPath Pure Beta Broad Commodity ETN (BCM)11.72%-15.65%-13.02%

 

Graph of Harbor Commodity Real Return ST Instl Fund (HACMX) Net Asset TrackingHarbor Commodity Real Return ST Instl (HACMX) Fund Net Asset

Track net asset change of Harbor Commodity Real Return ST Instl fund (HACMX)

DateNet Asset
05/2016$80.00M
03/2016$77.70M
02/2016$75.20M
More historic net asset information on Harbor Commodity Real Return ST Instl Fund (HACMX)

  

Graph of Harbor Commodity Real Return ST Instl Fund (HACMX) Portfolio TrackingHarbor Commodity Real Return ST Instl (HACMX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Commodity Real Return ST Instl fund (HACMX)

DateCashStockBondOther
03/20168.29%0%75.59%11.23%
12/20154.55%0%83.93%6.58%
09/20158.74%0%79.11%7.89%
Click here to see more historic asset allocation information on Harbor Commodity Real Return ST Instl Fund (HACMX)

 

graph of Harbor Commodity Real Return ST Instl Fund (HACMX) Top 10 Position TrackingTop 10 Holdings in Harbor Commodity Real Return ST Instl (HACMX) Fund

Discover what Harbor Commodity Real Return ST Instl Fund (HACMX) manager is buying

Mar 30, 2016
Harbor Cmdty Real Return Cymn Capstock Shares [15.38%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [10.23%]
Bwpc0b1g7 Cds Usd P F 1.00000 1 Ccpcdx [9.99%]
Bwpc0b1g7 Cds Usd R V 03mevent 2 Ccpcdx [9.94%]
Bwu00hb08 Irs Usd P F 2.40000 Swu00hb08 Ccpvanilla [9.17%]
Bwu00hb08 Irs Usd R V 03mlibor Swuv0hb00 Ccpvanilla [9.08%]
US Treasury TIP [7.99%]
US Treasury TIP 1.25% [7.15%]
Bwu00evn3 Irs Usd P F 2.80000 Swu00evn3 Ccpvanilla [6.11%]

Dec 30, 2015
Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [13.91%]
US Treasury TIP 1.25% [9.13%]
Harbor Cmdty Real Return Cymn Capstock Shares [8.76%]
US Treasury TIP [7.6%]
Bwu00d6d5 Irs Usd P F 2.50000 Swu00d6d5 Ccpvanilla [6.6%]
Bwu00d6d5 Irs Usd R V 03mlibor Swuv0d6d7 Ccpvanilla [6.41%]
Us 10yr Note (Cbt)mar16 Xcbt 20160321 [6.37%]
Bwu00evn3 Irs Usd P F 2.80000 Swu00evn3 Ccpvanilla [5.93%]
Bwu00evn3 Irs Usd R V 03mlibor Swuv0evn5 Ccpvanilla [5.91%]

Sep 29, 2015
Us 10yr Note (Cbt)dec15 Xcbt 20151221 [11.35%]
Harbor Cmdty Real Return Cymn Capstock Shares [10.19%]
Us 5yr Note (Cbt) Dec15 Xcbt 20151231 [8.87%]
US Treasury TIP 1.25% [7.89%]
90day Eur Futr Dec16 Xcme 20161219 [6.08%]
US Treasury TIP [6.06%]
Bwu00d6d5 Irs Usd P F 2.50000 Swu00d6d5 Ccpvanilla [4.69%]
Bwu00d6d5 Irs Usd R V 03mlibor Swuv0d6d7 Ccpvanilla [4.51%]
Click here for Stock Holding Change Map in Harbor Commodity Real Return ST Instl Fund (HACMX)

  

Latest News on Harbor Commodity Real Return ST Instl (HACMX) Fund

See what is happening with Harbor Commodity Real Return ST Instl Fund (HACMX)

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Harbor Commodity Real Return ST Instl Fund (HACMX) Related ResourcesSee more information on Harbor Commodity Real Return ST Instl (HACMX) Fund

Popular pages on Harbor Commodity Real Return ST Instl (HACMX) Fund

  

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