Morningstar

Harbor Core Bond Fund Institutional Class HACBX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Harbor Investment Hub
  • NAV / 1-Day Return$8.47  /  −0.24%
  • Fund Size$1.5B
  • Adjusted Expense Ratio0.340%
  • Net Expense Ratio0.340%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryIntermediate Core Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield4.69%
  • Average Effective Duration5.76 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis HACBX

Will HACBX outperform in the 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 HACBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HACBX 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 HACBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Core Bond Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HACBX

More HACBX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.625%

2.1432M
Government

United States Treasury Bonds 4.5%

1.9529M
Government

United States Treasury Notes 3.5%

1.9128M
Government

United States Treasury Notes 4.125%

1.3820M
Government

United States Treasury Bonds 4.875%

1.3320M
Government

United States Treasury Notes 3.5%

1.3320M
Government

United States Treasury Bonds 4.25%

1.2519M
Government

United States Treasury Bonds 4.625%

1.2418M
Government

United States Treasury Bonds 4.25%

1.1617M
Government

United States Treasury Notes 1.875%

1.0816M
Government

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.