• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.05% Nasdaq Down 0.18%

    Harbor Real Return Instl (HARRX)

    9.27 Up 0.02(0.22%) May 5
    Prev Close:9.25
    YTD Return*:4.40%
    Net Assets*:117.11M
    Yield*:2.25%

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for HARRX

    Top Holdings

    Symbol% AssetsYTD Return %
    Bwpc0b1g7 Cds Usd P F 1.00000 1 Ccpcdx10.00N/A
    Bwpc0b1g7 Cds Usd R V 03mevent 2 Ccpcdx9.95N/A
    US Treasury TIP7.46N/A
    US Treasury TIP 2.375%7.45N/A
    Bwu00evn3 Irs Usd P F 2.80000 Swu00evn3 Ccpvanilla7.29N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:117.11M
    Category:Inflation-Protected Bond
    Annual Report Expense Ratio (net):0.58%

    Performance & Risk

    YTD Return:4.40%
    5y Avg Return:1.83%
    Rank in Category (ytd):47
    % Rank in Category (ytd):18.88%
    Beta (3y):1.72
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks maximum real return, consistent with preservation of real capital. The managers expect 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 be 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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback