Morningstar

Harbor Core Bond Fund Institutional Class HACBX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 8.40  /  −0.24 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.78%
  • Effective Duration 5.83 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

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

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Portfolio Holdings HACBX

More HACBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

3.78 65M
Government

United States Treasury Notes 3.5%

3.00 51M
Government

United States Treasury Notes 3.5%

2.33 40M
Government

United States Treasury Bonds 4.25%

2.31 39M
Government

United States Treasury Bonds 4.625%

1.41 24M
Government

United States Treasury Bonds 4.875%

1.26 21M
Government

United States Treasury Bonds 4.625%

1.17 20M
Government

United States Treasury Bonds 4.25%

1.12 19M
Government

Usd

1.03 18M
Cash and Equivalents

United States Treasury Bonds 4.75%

1.03 18M
Government

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