Harbor Real Return Instl (HARRX)
10.17 0.02(0.20%) Dec 12
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for HARRX at this time.
|Symbol||% Assets||YTD Return %|
|90day Eurodollar Futures Cme Mar16 Xcme||6.61||N/A|
|US Treasury Note 0.125%||6.59||N/A|
|US Treasury Note||5.55||N/A|
|Bwu004x94 Irs Usd R V 03mlibor Cme Ccp||3.90||N/A|
|Us 5yr Note (Cbt) Dec13 Xcbt 20131231||3.90||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.59%|
Performance & Risk
|5y Avg Return:||7.96%|
|Rank in Category (ytd):||65|
|% Rank in Category (ytd):||30.81%|
|Morningstar Risk Rating:||4|
The investment seeks maximum real return, consistent with preservation of real capital.
The fund invests at least 80% of its net assets 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. Its average portfolio duration, as calculated by the Subadviser, normally varies within three years (plus or minus) of the duration of the benchmark. The fund may invest up to 30% of its total assets in securities denominated in foreign currencies. It is non-diversified. View More