Harbor Short Duration Instl 111 South Wacker Drive 34th Floor Chicago, IL 60606-4302 Map
Phone: 800-422-1050
| Category: | Short-Term Bond | | Fund Family: | Harbor | | Net Assets: | 37.66M | | Year-to-Date Return: | 3.17% | | Yield: | 2.76% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-92 |
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Kenneth O'Donnell
Lead Manager since
01-Jan-03 | | | O'Donnell is a portfolio manager on the Structured Securities and Short Duration Team in New York. He is responsible for the management of money market, short and short-intermediate portfolios. Prior to joining FFTW, he was with Standish Mellon Asset Management in Boston. There, he worked as an asset-backed security specialist in the structured products group. O'Donnell holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return that is consistent with preservation of capital. The fund invests at least 80% of total assets in a diversified portfolio of all types of fixed-income securities, including bonds, mortgage-related securities, asset-backed securities and other types of financial instruments. It invests primarily in short-term (up to 3 years maturity) high-quality fixed-income securities of corporate and governmental issuers located in the U.S. and foreign countries. The fund may invest at least 60% of total assets in securities of U.S. issuers, and may invest up to 25% of total assets in a single country other than the U.S. |
| Last Dividend
(29-Oct-09):
| 0.01 | | Last Cap Gain
(28-Dec-92):
| 0.09 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 106.40% |
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| Expense | HASDX | Category Avg | | Total Expense Ratio: | 0.38%
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 141 | $404 | | 5 Yr Expense Projection*: |
$ 246 | $645 | | 10 Yr Expense Projection*: |
$ 555 | $1,329 |
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