Morningstar

Harbor Core Bond Fund Retirement Class HCBRX

Morningstar Medalist Rating
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Medalist Rating as of See Harbor Investment Hub
  • NAV / 1-Day Return $8.55  /  −0.12 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.260%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Intermediate Core Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 4.86%
  • Average Effective Duration 5.76 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis HCBRX

Will HCBRX 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 HCBRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCBRX 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 HCBRX’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 Retirement holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HCBRX

More HCBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.625%

2.14 32M
Government

United States Treasury Bonds 4.5%

1.95 29M
Government

United States Treasury Notes 3.5%

1.91 28M
Government

United States Treasury Notes 4.125%

1.38 20M
Government

United States Treasury Bonds 4.875%

1.33 20M
Government

United States Treasury Notes 3.5%

1.33 20M
Government

United States Treasury Bonds 4.25%

1.25 19M
Government

United States Treasury Bonds 4.625%

1.24 18M
Government

United States Treasury Bonds 4.25%

1.16 17M
Government

United States Treasury Notes 1.875%

1.08 16M
Government

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