Harbor Commodity Real Return Strategy Fund

U.S. News evaluated 36 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.56 percent over the past year, -3.97 percent over the past three years, and 5.77 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.8%
1 Year 10.6%
3 Years (Annualized) -4.0%
5 Years (Annualized) 5.8%
10 Years (Annualized) N/A

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Summary

The investment seeks maximum real return, consistent with prudent investment management. The fund invests normally in commodity-linked derivative instruments backed by a portfolio of inflation-indexed securities and other fixed income instruments. Rather than invest directly in physical commodities, it employs an enhanced index strategy. The commodity-linked derivative instruments in which the fund primarily invests are linked to the Dow Jones-UBS Commodity Index Total ReturnSM. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Harbor Commodity Real Return Strategy Fund has an expense ratio of 1.19 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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