Intermediate Bond FundHOIBX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$144.9M
Expense ratio
0.80%
1-year return
+4.0%
3 years, a year
+3.7%
5 years, a year
+0.3%
Holdings
278
What it aims to do.
The Intermediate Bond Fund seeks to provide a high level of current income consistent with preservation of capital through investments in bonds and other debt securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury | 5.41% |
| United States Treasury | 4.16% |
| United States Treasury | 3.37% |
| United States Treasury | 2.90% |
| Freddie Mac | 2.90% |
| United States Treasury | 2.71% |
| United States Treasury | 2.68% |
| United States Treasury | 2.42% |
| State Street Global Advisors | 2.38% |
| United States Treasury | 2.37% |
More on HOIBX.
- HOIBX overview
- HOIBX holdings
- HOIBX risk
- HOIBX costs
- HOIBX money in and out
- HOIBX share classes
- Compare HOIBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.