Harbor High-Yield Bond Instl 111 South Wacker Drive 34th Floor Chicago, IL 60606-4302 Map
Phone: 800-422-1050
| Category: | High Yield Bond | | Fund Family: | Harbor | | Net Assets: | 464.36M | | Year-to-Date Return: | 26.79% | | Yield: | 4.77% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Dec-02 |
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Frank Whitley
Lead Manager since
03-Dec-02 | | | Whitley is a executive vice president of SCM, Shenkman Capital Management and he joined the firm in 1988. Whitley has been a portfolio manager since 1994. |
| 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. The fund normally invests at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of below investment-grade, high-risk, corporate bonds that are rated below Baa3 by Moody's or below BBB- by S&P or Fitch, commonly referred to as high-yield or junk bonds. It may invest up to 20% of net assets in bank loans. The fund may invest up to 10% of total assets in equity securities, including common stock. |
| Last Dividend
(29-Sep-09):
| 0.15 | | Last Cap Gain
(19-Dec-06):
| 0.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.12% |
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| Expense | HYFAX | Category Avg | | Total Expense Ratio: | 0.80%
| 1.20% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.47% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 287 | $637 | | 5 Yr Expense Projection*: |
$ 498 | $994 | | 10 Yr Expense Projection*: |
$ 1,108 | $2,006 |
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