Mutual Fund Insights: Harbor Real Return Adm Fund (HRRRX)

In-depth Analysis of Harbor Real Return Adm Fund (HRRRX)

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See Harbor Real Return Adm Fund (HRRRX) performance details as of January 31, 2010

  

Last Trade: $10.30 on 3/12/2010, Change: +0.03 (0.29%)

  

Fund Manager - Mihir Worah

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Worah is a managing director in the Newport Beach office, a portfolio manager, and head of the Real Return portfolio management team. He was previously a member of the analytics team and worked on real and nominal term structure modeling and options pricing. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter.  Get more insights on Mihir Worah

  

 What we like about Harbor Real Return Adm Fund (HRRRX)

Data for Harbor Real Return Adm Fund (HRRRX) as of January 31, 2010

• Harbor Real Return Adm Fund (HRRRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Harbor Real Return Adm Fund (HRRRX) has good short-term performance (1-year return 14.06% vs 12.14% Inflation-Protected Bond category average)
• Harbor Real Return Adm Fund (HRRRX) has good mid-term performance (3-year return 7.41% vs 5.79% Inflation-Protected Bond category average)
• Harbor Real Return Adm Fund (HRRRX) has a Morningstar rating of 4 and above

  

 What we are cautious about Harbor Real Return Adm Fund (HRRRX)

Data for Harbor Real Return Adm Fund (HRRRX) as of January 31, 2010

• Harbor Real Return Adm Fund (HRRRX) management has been with Harbor Real Return Adm Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
• Harbor Real Return Adm Fund is a focused fund with 39.85% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Harbor Real Return Adm Fund (HRRRX) ratio of up-years vs down years can be improved
• Harbor Real Return Adm Fund (HRRRX) has an annual stock turnover rate of 496.00% that is higher than the Inflation-Protected Bond average of 225.32%. This could mean Harbor Real Return Adm is more nimble, but also signal potential high tax impact and high trading fees
• Harbor Real Return Adm Fund (HRRRX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.75 that is higher than category average of 9.17
• Even though Harbor Real Return Adm Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Harbor Real Return Adm Fund (HRRRX) performance details as of January 31, 2010

  

  

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Harbor Real Return Adm Fund (HRRRX) Net Asset

Track net asset change of Harbor Real Return Adm fund (HRRRX)

Date	Net Asset
01/2010	$860.00K
11/2009	$660.00K
10/2009	$550.00K

More historic net asset information on Harbor Real Return Adm Fund (HRRRX)

  

Harbor Real Return Adm Fund (HRRRX) Portfolio Allocation

Track portfolio allocation change of Harbor Real Return Adm fund (HRRRX)

Date	Cash	Stock	Bond	Other
09/2009	35.82%	0%	63.2%	0.97%
06/2009	14.21%	0%	85.79%	0%
03/2009	24.32%	0%	72.81%	2.86%

Click here to see more historic asset allocation information on Harbor Real Return Adm Fund (HRRRX)

  

Most Recent Top 10 Holdings in Harbor Real Return Adm Fund (HRRRX)

Discover what Harbor Real Return Adm Fund (HRRRX) manager is buying

30-Sep-09 US TREASURY NOTE [7.61%] US Treasury Bond 3.875% [7.18%] US Treasury Bond 2.375% [5.02%] US Treasury Note 3% [4.67%] US Treasury Bond 2.375% [2.96%] Macquarie Bk Ltd Sr Mtn 144a 144A 3.3% [2.4%] US Treasury Note [2.38%] US Treasury Bond 2% [2.34%] United States Treas Nts 1.875% [2.29%] US Treasury Note 1.875% [2.14%]

30-Jun-09 US Treasury Bond 3.875% [9.9%] US TREASURY NOTE [9.05%] FNMA [8.53%] FNMA [8.11%] US Treasury Note 3% [6.52%] FNMA [5.16%] US Treasury Bond 2.375% [4.76%] US Treasury Note 2.625% [4.68%] US Treasury Bond 2.375% [4.08%] Swu0510l4 Irs Usd R F 4.00000 Ryl Irs Usd R F 4.00 [3.7%]

31-Mar-09 US Treasury Bond 3.875% [9.01%] FNMA [8.31%] US TREASURY NOTE [8.09%] US Treasury Note 3% [5.86%] US Treasury Bond 2.375% [4.58%] US Treasury Note 2.625% [4.29%] US Treasury Note [2.97%] US Treasury Bond 2.375% [2.73%] US Treasury Note 2.375% [2.53%] FHLMC 6% [2.31%]

Click here for Stock Holding Change Map in Harbor Real Return Adm Fund (HRRRX)

  

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See more information on Harbor Real Return Adm Fund (HRRRX)

• Harbor Real Return Adm Fund Insights
• Harbor Real Return Adm Fund Performance Data
• Harbor Real Return Adm Fund News
• Harbor Real Return Adm Fund Score Explaination
• Harbor Real Return Adm Fund Manager Information
• Historic Harbor Real Return Adm Fund Asset Allocation Report
• Historic Harbor Real Return Adm Fund Top 10 Holding Tracking
• Historic Harbor Real Return Adm Fund Asset Under Management Tracking