Harbor Core Plus Fund (HABDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HABDX
HABDX charges 0.38% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among HABDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | HABDX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | HABDX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | HABDX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | HABDX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | HABDX vs BCOIX |
Best Risk-Adjusted Alternatives to HABDX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | HABDX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | HABDX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | HABDX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | HABDX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | HABDX vs MDVAX |
Top Performing HABDX Alternatives (YTD)
HABDX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | HABDX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | HABDX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | HABDX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | HABDX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | HABDX vs TGLMX |
Lowest Volatility Alternatives to HABDX
HABDX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | HABDX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | HABDX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | HABDX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | HABDX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | HABDX vs TGRNX |
Lowest Drawdown Alternatives to HABDX
HABDX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | HABDX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | HABDX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | HABDX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | HABDX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | HABDX vs MWIGX |
Other Mutual Funds from Harbor
Most popular Harbor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 15 | -14.13% | Dec 29, 1987 | HABDX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 15 | -14.12% | — | HABDX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 39 | -3.96% | Dec 29, 1987 | HABDX vs HAINX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 70 | 2.65% | Mar 1, 2002 | HABDX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 36 | -3.83% | Nov 1, 2000 | HABDX vs HASGX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | HABDX vs HACBX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 63 | 8.12% | Dec 14, 2001 | HABDX vs HASCX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 17 | -3.93% | Dec 29, 1987 | HABDX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 71 | -1.42% | Mar 1, 2019 | HABDX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 38 | 0.58% | Dec 2, 2019 | HABDX vs HMCNX |
Often Compared With HABDX
What investors most often compare with HABDX, 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.