Mutual Fund Insights: Harbor Bond Instl Fund (HABDX)

In-depth Analysis of Harbor Bond Instl Fund (HABDX)

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See Harbor Bond Instl Fund (HABDX) performance details as of January 31, 2010

  

Last Trade: $12.45 on 3/18/2010, Change: -0.01 (-0.08%)

  

Fund Manager - William H. Gross

Fund Manager Tenure: 22.2 years
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

Gross is founder and chief investment officer of Pacific Investment Management Company. Gross and his bond team have twice been awarded Morningstar's fixed-income manager of the year award, in 1998 and 2000. In a 1993 survey by pensions & investments magazine, he was recognized by his peers as the most influential authority on the bond market in the United States. Gross holds the Chartered Financial Analyst designation.  Get more insights on William H. Gross

  

 What we like about Harbor Bond Instl Fund (HABDX)

Data for Harbor Bond Instl Fund (HABDX) as of January 31, 2010

• Harbor Bond Instl Fund (HABDX) management has been with Harbor Bond Instl Fund for 22.2 years
• Harbor Bond Instl Fund (HABDX) has good short-term performance (1-year return 16.25% vs 15.89% Intermediate-Term Bond category average)
• Harbor Bond Instl Fund (HABDX) has good mid-term performance (3-year return 9.17% vs 5.02% Intermediate-Term Bond category average)
• Harbor Bond Instl Fund (HABDX) has good Long-term performance (5-year return 6.65% vs 4.10% Intermediate-Term Bond category average)
• Harbor Bond Instl Fund (HABDX) ratio of up-years vs down years is greater than 2
• Harbor Bond Instl Fund (HABDX) has a Morningstar rating of 4 and above
• Harbor Bond Instl Fund (HABDX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.26, lower than category average of 6.05
• Harbor Bond Instl Fund (HABDX) has a lower management fee than its Intermediate-Term Bond average: 0.60% vs 0.95%
• Harbor Bond Instl 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 Instl Fund (HABDX)

Data for Harbor Bond Instl Fund (HABDX) as of January 31, 2010

• Harbor Bond Instl Fund is a focused fund with 31.35% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Harbor Bond Instl Fund (HABDX) has an annual stock turnover rate of 574.00% that is higher than the Intermediate-Term Bond average of 231.70%. This could mean Harbor Bond Instl is more nimble, but also signal potential high tax impact and high trading fees

See Harbor Bond Instl Fund (HABDX) performance details as of January 31, 2010

  

  

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Harbor Bond Instl Fund (HABDX) Net Asset

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

Date	Net Asset
01/2010	$6.22B
11/2009	$5.97B
10/2009	$5.76B

More historic net asset information on Harbor Bond Instl Fund (HABDX)

  

Harbor Bond Instl Fund (HABDX) Portfolio Allocation

Track portfolio allocation change of Harbor Bond Instl fund (HABDX)

Date	Cash	Stock	Bond	Other
09/2009	31.22%	0%	66.24%	2.54%
06/2009	25.86%	0%	70.53%	3.62%
03/2009	19.72%	0%	75.39%	4.89%

Click here to see more historic asset allocation information on Harbor Bond Instl Fund (HABDX)

  

Most Recent Top 10 Holdings in Harbor Bond Instl Fund (HABDX)

Discover what Harbor Bond Instl Fund (HABDX) manager is buying

30-Sep-09 United States Treas Nts 1% [6.63%] FNMA [4.2%] Swu0101l9 Irs Usd R F 3.00000 [3.81%] SWU0974H2 IRS USD R F 3.15000 [3.74%] SWU0974H2 IRS USD P V 03MLIBOR [3.64%] Swu0609k8 Irs Usd R F 3.45000 [2.88%] Swu0714j3 Irs Usd R F 3.00000 Ryl Irs Usd R F 3.00 [2.86%] Swu0609k8 Irs Usd P V 03mlibor [2.77%] Swu0472l0 Irs Usd R F 4.00000irs Usd R 3ml 4.0 121 [2.67%] Swu0200l9 Irs Usd R F 3.00000 [2.65%]

30-Jun-09 FNMA [8.44%] SWU0974H2 IRS USD R F 3.15000 [3.72%] SWU0974H2 IRS USD P V 03MLIBOR [3.61%] Swu0472l0 Irs Usd R F 4.00000irs Usd R 3ml 4.0 121 [2.56%] Swu0472l0 Irs Usd P V 03mliborirs Usd R 3ml 4.0 12 [2.56%] FNMA [2.27%] Swu0715j2 Irs Usd R F 3.00000brc Irs Usd R F 3.000 [2.13%] Swu0714j3 Irs Usd R F 3.00000 Ryl Irs Usd R F 3.00 [2.06%] FNMA [1.76%] FNMA 5.5% [1.51%]

31-Mar-09 FNMA [12.61%] FNMA [6.48%] SWU0974H2 IRS USD R F 3.15000 [3.89%] SWU0974H2 IRS USD P V 03MLIBOR [3.77%] Swu0813c8 Irs Usd R F 4.00000 [3.19%] Swu0813c8 Irs Usd P V 03mlibor [3.11%] Swu0715j2 Irs Usd R F 3.00000brc Irs Usd [2.23%] Swu0715j2 Irs Usd P V 03mliborbrc Irs Us [2.16%] Swu0714j3 Irs Usd R F 3.00000 Ryl Irs Us [2.15%] Swu0714j3 Irs Usd P V 03mliborryl Irs Us [2.09%]

Click here for Stock Holding Change Map in Harbor Bond Instl Fund (HABDX)

  

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Latest News on Harbor Bond Instl (HABDX)

See what is happening with Harbor Bond Instl Fund (HABDX)

Dreman, Miller Fired by Fund Firms Too Soon (TheStreet.com) Is It the Right Time to Buy Bonds? (Morningstar.com) If Your GDP Outlook Is Dim, Try Pimco (at TheStreet.com) See more news on Harbor Bond Instl Fund (HABDX)

 

Books and Resources

 

 

See more information on Harbor Bond Instl Fund (HABDX)

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