Harbor Core Bond Fund (HACBX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HACBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HACBX
HACBX charges 0.40% annually. There are 39 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | HACBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | HACBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | HACBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | HACBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | HACBX vs WFBIX |
Best Risk-Adjusted Alternatives to HACBX
HACBX has a PortfoliosLab risk / return rank of 21. There are 33 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | HACBX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | HACBX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | HACBX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | HACBX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | HACBX vs DFXIX |
Top Performing HACBX Alternatives (YTD)
HACBX is at 0.24% YTD. There are 19 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | HACBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | HACBX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | HACBX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | HACBX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | HACBX vs FSMOX |
Lowest Volatility Alternatives to HACBX
HACBX has 3.78% 1-year volatility. There are 33 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | HACBX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | HACBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | HACBX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | HACBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | HACBX vs JIBEX |
Lowest Drawdown Alternatives to HACBX
HACBX has a 1-year max drawdown of -2.80%. There are 23 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | HACBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | HACBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | HACBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | HACBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | HACBX vs FTHRX |
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 | HACBX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 13 | 6.86% | — | — | HACBX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 7.33% | — | Dec 1987 | HACBX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 72 | 29.48% | — | Dec 2001 | HACBX vs HASCX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 90 | 20.95% | — | Mar 2002 | HACBX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 42 | 17.40% | — | Nov 2000 | HACBX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 26 | 0.48% | — | Dec 1987 | HACBX vs HABDX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 11 | 3.57% | — | Dec 1987 | HACBX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 56 | 15.01% | — | Mar 2019 | HACBX vs HAONX | |
| Harbor Convertible Securities Fund | Convertible Bonds | 80 | 18.04% | — | May 2011 | HACBX vs HICSX |
Often Compared With HACBX
Investors most often compare HACBX with COPX, CSRIX, VTC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HACBX with Any Fund or Stock
Compare HACBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HACBX with funds that move differently
Harbor Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HACBX.
Explore HACBX Diversifiers