Harbor Real Return Fund

Scorecard
4 / 5 Stars
Lipper
4 4 1 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
E+ (Sell)

U.S. News evaluated 52 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Harbor funds

See full Inflation-Protected Bond rankings

See more fund rankings

Performance

The fund has returned -6.55 percent over the past year, 3.40 percent over the past three years, and 6.30 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year -6.5%
3 Years (Annualized) 3.4%
5 Years (Annualized) 6.3%
10 Years (Annualized) N/A

See more HRRRX performance

Summary

The investment seeks maximum real return, consistent with preservation of real capital. The fund expects to invest at least 80% of its net assets, plus borrowings for investment purposes, in inflation-indexed bonds of varying maturities issued by the U.S. government, non-U.S. governments, their agencies or instrumentalities, and corporations, which may represented by forwards or derivatives such as options, futures contracts or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 10% of its total assets in below investment-grade securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Harbor Real Return Fund has an expense ratio of 0.84 percent.

See more HRRRX fees

Risk

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

See more HRRRX risk