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Morningstar

Harbor Core Plus Institutional HABDX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.94  /  0.30 %
Total Assets
984.7 Mil
Adj. Expense Ratio
0.380%
Expense Ratio
0.380%
Fee Level
Below Average
Longest Manager Tenure
0.66 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
—
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.64%
Effective Duration
— years

Morningstar’s Fund 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.

Harbor is shifting names and managers for this stalwart offering.

Strategist

Summary

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Harbor Bond is being renamed Harbor Core Plus and is changing subadvisors to Boston-based ‎Income Research + Management in early February 2022. The fund’s cheapest shares now carry ‎a Morningstar Analyst Rating of Bronze, while its more-expensive class is rated Neutral.

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