HBFRX Mutual Fund

HBFRX Mutual Fund (Harbor Core Plus Fund Retirement Class) is managed by Harbor Funds with $215.8M in net assets. HBFRX expense ratio is 0.30%, holding 613 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2018-06-01.

HBFRX performance shows a YTD return of -0.31%. The 1-year return is -0.05% and the 5-year return is 0.42%. HBFRX dividend yield stands at 4.64%, paid monthly.

HBFRX top holdings include Treasury Bond 1.75% 08/15/2041 (1.9%), U.S. Treasury Bonds 2044-05-15 (1.6%), United States Department Of The Treasury 4.63% 02/15/2046 4.63 (1.3%), United States Treasury Bonds 4.75% 4.75 2056-02-15 (1.1%), Treasury Bond (Otr) 4.25% Aug 15, 2054 (1.1%). Go to all HBFRX holdings, HBFRX sectors, or HBFRX dividends.

HBFRX can be compared against other funds. Use HBFRX overlap to find shared positions, or HBFRX vs another fund for a side-by-side view. HBFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.