Why Invest Section

1. For advisors seeking fixed income products that aim to deliver principal preservation while maintaining similar levels of duration to the benchmark, HABDX presents a compelling investment opportunity. In leveraging its robust security selection process and the tenure of its investment team, the Fund aims to deliver quality risk-adjusted returns. 

2. At IR&M, fixed income investing is the name of the game. The firm specializes exclusively in cash bond, fixed income investing with a narrow focus on investment grade and high-yield positions. It possesses the skills and flexibility to select issuers with the best credit profiles and the most appealing risk/reward characteristics. 

3. Would your clients benefit from a complementary return stream in the fixed income space? HABDX’s disciplined, repeatable and research-oriented approach individually selects cash bonds in a straightforward approach that positions it as an attractive complement to more complex fixed income solutions that delve into derivatives and currencies, among others. 

Overview: Objective & Investment Approach

Investment Objective: The Fund seeks total return.

Investment Approach: Core Plus uses a straightforward, bond-by-bond, value-oriented approach with cash bonds in targeting consistent performance, all at a low cost.

Related Products to Consider

• Harbor Core Bond Fund (HACBX)
• Harbor Scientific Alpha Income ETF (SIFI)