HBFRX – Harbor Core Plus Retirement Investment Strategy | Morningstar

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Strategy

The investment seeks total return. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Its average duration, as calculated by the sub-adviser, is normally equal to that of its benchmark, plus or minus 0.5 years. The fund invests primarily in investment-grade securities, but may invest up to 25% of its total assets in below investment-grade securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HRBDX	Harbor Core Plus Fund Administrative Class	No Load	Open			Nov 1, 2002	$4.08M	0.630%	Above Average	$50,000	−$1.75M
HABDX	Harbor Core Plus Fund Institutional Class	Institutional	Open			Dec 29, 1987	$1.07B	0.380%	Below Average	$1,000	−$83.84M
HBFRX	Harbor Core Plus Fund Retirement Class	Retirement, Large	Open			Jun 1, 2018	$106.80M	0.300%	Low	$1M	$33.43M

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