Harbor Bond Instl 111 South Wacker Drive 34th Floor Chicago, IL 60606-4302 Map
Phone: 800-422-1050
| Category: | Intermediate-Term Bond | | Fund Family: | Harbor | | Net Assets: | 3.83B | | Year-to-Date Return: | 2.25% | | Yield: | 5.14% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-87 |
|
William H. Gross
Lead Manager since
29-Dec-87 | | | Gross is founder and chief investment officer with Pacific Investment Management Company. Gross and his bond team have twice been awarded Morningstars fixed-income manager of the year award, in 1998 and 2000. In a 1993 survey by pensions and investments magazine, he was recognized by his peers as the most influential authority on the bond market in the United States. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks total return. The fund invests at least 80% of total assets in a diversified portfolio of bonds, which include all types of fixed income securities. It invests primarily in bonds of corporate and governmental issuers located in the U.S. and foreign countries, including emerging markets. The fund may invest up to 30% of total assets in non-U.S. dollar-denominated securities. It also may invest up to 15% of total assets in securities of issuers based in countries with developing (or emerging markets) economies. |
| Last Dividend
(27-Jun-08):
| 0.14 | | Last Cap Gain
(19-Dec-07):
| 0.02 | | Annual Holdings Turnover
| 213.00% | | Average for Category:
| 200.26% |
|
| Expense | HABDX | Category Avg | | Total Expense Ratio: | 0.56%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$183 | $466 | | 5 Yr Expense Projection*: |
$318 | $718 | | 10 Yr Expense Projection*: |
$714 | $1,428 |
|
|