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Harbor Bond Retirement (HBFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.96+0.04 (+0.36%)
At close: 08:00PM EDT

Harbor Bond Retirement

Chicago, IL 60606-4302

111 South Wacker Drive,34th Floor

Harbor Funds

Management information
,Lead manager since 1 February 2022
Ms. Campbell joined IR+M in 2009 and is a Portfolio Manager and the Director of Securitized Research. Prior to joining IR+M, she was a Junior Risk Analyst at Cypress Tree Investment Management. Ms. Campbell began her investment career in 2006.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core-Plus Bond
Fund familyHarbor
Net assets956M
YTD return-2.38%
Yield4.67%
Morningstar rating★★★★
Inception date28 Dec 1987

Fund operations

Last dividend0.13
Last cap gain-28.00
Holdings turnover55.00%
Average for categoryN/A

Fees and expenses

ExpenseHBFRXCategory average
Annual report expense ratio (net)0.30%0.75%
Prospectus net expense ratio0.30%N/A
Prospectus gross expense ratio0.30%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A