Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.11% 28.42M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks total return. The fund invests primarily in U.S. dollar denominated fixed income securities. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Fixed income instruments include, but are not limited to: obligations issued or guaranteed by the U.S. government, its agencies, or instrumentalities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index --
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Bill O'Neill 0.00 yrs
Jake Remley 0.00 yrs
James Gubitosi 0.00 yrs
Matt Walker 0.00 yrs
Mike Sheldon 0.00 yrs
Rachel Campbell 0.00 yrs

Performance Versus Category

 
20%
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10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
--
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-1.68%
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6.34%
-0.77%
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-10.23%
7.21%
-0.46%
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--
--
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6.89%
-1.25%
As of May 24, 2024.

Asset Allocation

As of May 25, 2024.
Type % Net % Long % Short
Cash 5.52% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 94.12% Upgrade Upgrade
Convertible 0.23% Upgrade Upgrade
Preferred 0.13% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks total return. The fund invests primarily in U.S. dollar denominated fixed income securities. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Fixed income instruments include, but are not limited to: obligations issued or guaranteed by the U.S. government, its agencies, or instrumentalities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index --
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Bill O'Neill 0.00 yrs
Jake Remley 0.00 yrs
James Gubitosi 0.00 yrs
Matt Walker 0.00 yrs
Mike Sheldon 0.00 yrs
Rachel Campbell 0.00 yrs

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