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Morningstar

Harbor Core Plus Institutional HABDX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.32  /  0.10 %
  • Total Assets 991.0 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.380%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.40%
  • Effective Duration 6.13 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HABDX

Will HABDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HABDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HABDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HABDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Avoiding complications and keeping fees in check is an advantage here.

Strategist

Summary

| by Eric Jacobson

Harbor Core Plus Bond is run by a capable team employing a sensible, no-nonsense strategy that ‎works well with its investor-friendly cost structure. The fund’s cheapest shares carry ‎a Morningstar ‎Analyst Rating of Bronze, while its more-expensive class is rated Neutral.‎

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