One of its three managers has left, but Harbor Bond still offers a manager juggernaut and a battle-tested process. All of its shares carry Morningstar Analyst Ratings of Gold.
Will HABDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of HABDX’s parent organization’s priorities and whether they’re in line with investors’ interests.