About HCBRX
Harbor Core Bond Fund Retirement Class is a mutual fund focused on providing broad exposure to the U.S. investment-grade fixed income market through a diversified portfolio of high-quality bonds. The fund employs a disciplined, bottom-up research process in its security selection, seeking opportunities across government, corporate, and securitized sectors. It is managed by Income Research + Management, a firm with over 30 years of fixed income expertise, emphasizing rigorous credit analysis and relative value strategies. The investment approach is benchmark-aware but not constrained, allowing for tactical adjustments across sectors to respond to changing market conditions. With an expense ratio of approximately 0.26%, the fund is designed to provide stable returns and income while managing risk, making it particularly suitable for long-term retirement planning. Its portfolio composition and duration profile are maintained in line with the Bloomberg US Aggregate Bond Index, reflecting its role as a core fixed income holding for institutional and retirement-focused investors seeking diversification and capital preservation within the bond market.
Fund Family Harbor Capital Advisors Inc
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol HCBRX
Share Class Retirement Class
Index Bloomberg U.S. Aggregate Bond TR
HCBRX had a total return of -1.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.81%.
