Harbor Core Plus Fund (HABDX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HABDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HABDX
HABDX charges 0.38% annually. There are 12 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | HABDX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | HABDX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | HABDX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | HABDX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | HABDX vs BCOIX |
Best Risk-Adjusted Alternatives to HABDX
HABDX has a PortfoliosLab risk / return rank of 26. There are 38 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | HABDX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | HABDX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | HABDX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | HABDX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | HABDX vs GUGAX |
Top Performing HABDX Alternatives (YTD)
HABDX is at 0.48% YTD. There are 30 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | HABDX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | HABDX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | HABDX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | HABDX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | HABDX vs SEATX |
Lowest Volatility Alternatives to HABDX
HABDX has 3.68% 1-year volatility. There are 33 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | HABDX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | HABDX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | HABDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | HABDX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | HABDX vs HOBIX |
Lowest Drawdown Alternatives to HABDX
HABDX has a 1-year max drawdown of -2.73%. There are 29 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | HABDX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | HABDX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | HABDX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | HABDX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | HABDX vs LCTIX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 13 | 6.81% | — | Dec 1987 | HABDX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 13 | 6.86% | — | — | HABDX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 7.33% | — | Dec 1987 | HABDX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 72 | 29.48% | — | Dec 2001 | HABDX vs HASCX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 90 | 20.95% | — | Mar 2002 | HABDX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 42 | 17.40% | — | Nov 2000 | HABDX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.24% | — | Jun 2018 | HABDX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 11 | 3.57% | — | Dec 1987 | HABDX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 56 | 15.01% | — | Mar 2019 | HABDX vs HAONX | |
| Harbor Convertible Securities Fund | Convertible Bonds | 80 | 18.04% | — | May 2011 | HABDX vs HICSX |
Often Compared With HABDX
Investors most often compare HABDX with RCTIX, HOSGX, VTINX. These 19 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare HABDX with Any Fund or Stock
Compare HABDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HABDX with funds that move differently
Harbor Core Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HABDX.
Explore HABDX Diversifiers