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Mutual Fund Insights: Harbor High-Yield Bond Instl Fund (HYFAX)

In-depth Analysis of Harbor High-Yield Bond Instl Fund (HYFAX)

Mutual fund chart: Harbor High-Yield Bond Instl Fund (HYFAX)

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See Harbor High-Yield Bond Instl Fund (HYFAX) performance details as of January 31, 2010

  

    Last Trade: $10.77 on 3/18/2010, Change: +0.01 (0.09%)

  

Fund Manager - Frank Whitley

Fund Manager Tenure: 7.3 years   [Similar Funds: HYFIX  HYFRX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Whitley is a executive vice president of SCM, Shenkman Capital Management and he joined the firm in 1988. Whitley has been a portfolio manager since 1994.  Get more insights on Frank Whitley

  

What we like about Harbor High-Yield Bond Instl Fund (HYFAX) What we like about Harbor High-Yield Bond Instl Fund (HYFAX)

Data for Harbor High-Yield Bond Instl Fund (HYFAX) as of January 31, 2010

  • Harbor High-Yield Bond Instl Fund (HYFAX) management has been with Harbor High-Yield Bond Instl Fund for 7.3 years
  • Harbor High-Yield Bond Instl Fund (HYFAX) has good mid-term performance (3-year return 4.94% vs 3.11% High Yield Bond category average)
  • Harbor High-Yield Bond Instl Fund (HYFAX) has good Long-term performance (5-year return 5.56% vs 4.59% High Yield Bond category average)
  • Harbor High-Yield Bond Instl Fund (HYFAX) ratio of up-years vs down years is greater than 2
  • Harbor High-Yield Bond Instl Fund (HYFAX) has a Morningstar rating of 4 and above
  • Harbor High-Yield Bond Instl Fund (HYFAX) has an annual stock turnover rate of 58.00% vs High Yield Bond average of 95.38%. It is good that Harbor High-Yield Bond Instl management does not trade extensively for its return.
  • Harbor High-Yield Bond Instl Fund (HYFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.4, lower than category average of 15.39
  • Harbor High-Yield Bond Instl Fund (HYFAX) has a lower management fee than its High Yield Bond average: 0.80% vs 1.21%
  • Harbor High-Yield Bond Instl Fund (HYFAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Harbor High-Yield Bond Instl Fund (HYFAX) What we are cautious about Harbor High-Yield Bond Instl Fund (HYFAX)

Data for Harbor High-Yield Bond Instl Fund (HYFAX) as of January 31, 2010

  • Harbor High-Yield Bond Instl Fund (HYFAX) has a less-than-ideal short-term performance (1-year return 24.90% vs 41.66% High Yield Bond category average)
See Harbor High-Yield Bond Instl Fund (HYFAX) performance details as of January 31, 2010

  

  

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Harbor High-Yield Bond Instl Fund (HYFAX) Net Asset

Track net asset change of Harbor High-Yield Bond Instl fund (HYFAX)

DateNet Asset
01/2010$704.15M
11/2009$505.54M
10/2009$464.36M
More historic net asset information on Harbor High-Yield Bond Instl Fund (HYFAX)

  

Harbor High-Yield Bond Instl Fund (HYFAX) Portfolio Allocation

Track portfolio allocation change of Harbor High-Yield Bond Instl fund (HYFAX)

DateCashStockBondOther
09/20094.27%0%86.57%9.16%
06/200914.96%0%79.68%5.36%
03/200923.22%0%71.15%5.63%
Click here to see more historic asset allocation information on Harbor High-Yield Bond Instl Fund (HYFAX)

  

Most Recent Top 10 Holdings in Harbor High-Yield Bond Instl Fund (HYFAX)

Discover what Harbor High-Yield Bond Instl Fund (HYFAX) manager is buying

30-Sep-09
Wind Acquisition Fin Sa 144A 11.75% [1.36%]
Sprint Nextel 8.375% [1.06%]
Windstream 144A 7.875% [0.99%]
INTELSAT BERMUDA [0.93%]
Limited Brands 144A 8.5% [0.88%]
Mediacom Llc / Mediacom Cap 144A 9.125% [0.84%]
Michaels Stores 11.375% [0.83%]
Aramark 8.5% [0.8%]
Hertz 10.5% [0.8%]
Gaylord Entmt Co New 8% [0.73%]

30-Jun-09
Aramark 8.5% [0.98%]
Telesat Cda / Telesat 144A 11% [0.86%]
Mirant Americas Generation 8.3% [0.84%]
Sprint Cap 7.625% [0.77%]
Chs / Cmnty Health Sys 8.875% [0.77%]
Ntl Cable 9.125% [0.76%]
Crown Castle Intl [0.73%]
Baldor Elec 8.625% [0.7%]
Calpine 1.0% [0.69%]
Flextronics Intl 6.5% [0.68%]

31-Mar-09
Aramark 8.5% [1.52%]
Mirant Americas Generation 8.3% [1.34%]
Chs / Cmnty Health Sys 8.875% [1.21%]
Ntl Cable 9.125% [1.21%]
Crown Castle Intl [1.18%]
Directv Hldgs 8.375% [1.06%]
Iron Mtn 6.625% [1%]
Omnicare 6.875% [0.99%]
Chesapeake Engy 6.875% [0.93%]
Consol Engy 7.875% [0.91%]
Click here for Stock Holding Change Map in Harbor High-Yield Bond Instl Fund (HYFAX)

  

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Latest News on Harbor High-Yield Bond Instl (HYFAX)

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