Harbor Core Competition

HACBX Fund

USD 9.04 0.00 0.00%

Harbor Core Bond competes with Harbor Diversified, Harbor International, Harbor Diversified, and Mfs Conservative; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Harbor Capital Advisors Inc family. Analyzing Harbor Core competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Harbor Core to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Harbor Core Correlation with its peers.

Harbor Core vs Sp Midcap Correlation

Poor diversification

The correlation between Harbor Core Bond and SPMIX is 0.69 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Harbor Core Bond and SPMIX in the same portfolio, assuming nothing else is changed.

Moving together with Harbor Mutual Fund

0.73	HICSX	Harbor Vertible Secu	Pair Corr
0.72	HIIDX	Harbor Diversified	Pair Corr
0.74	HIINX	Harbor International	Pair Corr
0.74	HIMVX	Harbor Mid Cap	Pair Corr
0.75	HILVX	Harbor Large Cap	Pair Corr

Moving against Harbor Mutual Fund

0.44

HACAX

Harbor Capital Appre

Pair Corr

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Hype

Prediction

Low	Estimated	High
8.86	9.04	9.22

Details

Intrinsic

Valuation

Low	Real	High
8.12	8.30	9.94

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Harbor Core. Your research has to be compared to or analyzed against Harbor Core's peers to derive any actionable benefits. When done correctly, Harbor Core's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Harbor Core Bond.

Harbor Core Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Harbor Core and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Harbor and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Harbor Core Bond does not affect the price movement of the other competitor.

	HIIDX	HACBX	HAISX	HAIDX	MACVX	TEDTX	LDMFX	FMNCX	QNZNX	SPMIX
HIIDX		0.72	0.99	1.0	0.94	0.97	0.94	0.87	0.96	0.89	HIIDX
HACBX	0.72		0.73	0.73	0.77	0.78	0.71	0.76	0.71	0.69	HACBX
HAISX	0.99	0.73		0.99	0.93	0.97	0.94	0.84	0.94	0.9	HAISX
HAIDX	1.0	0.73	0.99		0.94	0.97	0.94	0.87	0.97	0.89	HAIDX
MACVX	0.94	0.77	0.93	0.94		0.93	0.92	0.82	0.93	0.9	MACVX
TEDTX	0.97	0.78	0.97	0.97	0.93		0.95	0.86	0.94	0.89	TEDTX
LDMFX	0.94	0.71	0.94	0.94	0.92	0.95		0.81	0.9	0.91	LDMFX
FMNCX	0.87	0.76	0.84	0.87	0.82	0.86	0.81		0.9	0.7	FMNCX
QNZNX	0.96	0.71	0.94	0.97	0.93	0.94	0.9	0.9		0.83	QNZNX
SPMIX	0.89	0.69	0.9	0.89	0.9	0.89	0.91	0.7	0.83		SPMIX
	HIIDX	HACBX	HAISX	HAIDX	MACVX	TEDTX	LDMFX	FMNCX	QNZNX	SPMIX

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Risk-Adjusted Indicators

There is a big difference between Harbor Mutual Fund performing well and Harbor Core Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Harbor Core's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HIIDX	0.69	0.20	0.24	0.32	0.46	(0.81)	1.41	(1.13)	7.05
HACBX	0.14	0.01	(0.14)	0.24	0.00	(0.20)	0.23	(0.23)	0.68
HAISX	0.70	0.26	0.33	0.42	0.16	(0.82)	1.90	(1.02)	9.10
HAIDX	0.69	0.20	0.24	0.32	0.47	(0.86)	1.46	(1.12)	6.92
MACVX	0.24	0.03	(0.05)	0.92	0.22	(0.25)	0.55	(0.43)	1.34
TEDTX	0.10	0.04	(0.01)	0.67	0.00	(0.16)	0.22	(0.11)	0.55
LDMFX	0.14	0.03	(0.06)	2.55	0.00	(0.28)	0.44	(0.22)	0.89
FMNCX	0.08	0.01	(0.14)	1.05	0.00	(0.14)	0.13	(0.13)	0.75
QNZNX	0.62	0.06	0.06	0.15	0.72	(0.64)	1.25	(1.12)	3.32
SPMIX	0.80	0.16	0.19	0.19	0.55	(0.93)	1.91	(1.40)	6.93

Harbor Core Competitive Analysis

The better you understand Harbor Core competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Harbor Core's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Harbor Core's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	HACBX	HIIDX	HAISX	HAIDX	MACVX	TEDTX	LDMFX	FMNCX	QNZNX	SPMIX
	0.00 9.04 Harbor	0.44 15.67 Harbor	0.06 16.96 Harbor	0.44 15.82 Harbor	0.24 16.79 Mfs	0.22 9.29 Tiaa	0.00 4.55 Lord	0.12 8.09 FEDERATED	0.47 17.05 Aqr	0.14 27.82 SPMIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Strong	Strong	Strong	Solid	High	Solid	Solid	Solid	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Strong Buy	Hold	Strong Sell	Strong Sell	Strong Sell	Buy	Strong Buy
Net Asset	1.61 B	798.55 M	184.05 M	798.55 M	3.62 B	463.41 M	173.18 M	445.51 M	39.5 M	110.29 M
Minimum Initial Investment	1 K	N/A	50 K	50 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	N/A	1.42	2.52	N/A	N/A	N/A	N/A	2.1
Five Year Return	0.0509	8.15	8.03	8.54	3.17	3.51	2.51	0.16	N/A	8.04
One Year Return	7.69	34.56	29.36	35.15	8.73	13.43	12.71	2.4	N/A	12.46
Last Dividend Paid	0.01	N/A	N/A	N/A	0.01	0.11	0.02	0.02	N/A	0.06
Price To Earning	N/A	N/A	N/A	15.3	6.44	N/A	N/A	N/A	N/A	19.29
Price To Sales	N/A	N/A	N/A	0.81	1.96	N/A	N/A	N/A	N/A	1.08
Cash Position Weight	1.99	2.68	5.26	1.16	3.54	3.89	1.19	N/A	N/A	-0.04
Equity Positions Weight	N/A	97.32	94.74	98.83	35.8	0.17	N/A	N/A	N/A	100.04
Three Year Return	4.46	15.7	11.38	16.11	7.64	11.23	10.31	3.41	N/A	11.14
Annual Yield	0.0449	0.0316	0.0221	0.0339	0.0244	0.0552	0.0537	0.0042	0.0081	0.0085
Year To Date Return	1.45	9.38	8.92	9.44	2.19	1.76	0.65	1.07	N/A	7.93
Bond Positions Weight	97.38	N/A	N/A	N/A	10.26	94.85	97.57	6.28	N/A	N/A
Ten Year Return	N/A	N/A	N/A	N/A	5.47	N/A	1.2	3.91	N/A	10.17
Daily Balance Of Power	0.0	0	0	0	9.2 T	9.2 T	0.0	9.2 T	0	9.2 T
Day Typical Price	9.04	15.67	16.96	15.82	16.79	9.29	4.55	8.09	17.05	27.82
Period Momentum Indicator	N/A	(0.07)	(0.01)	(0.07)	0.04	0.02	N/A	0.01	(0.08)	0.04
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	9.04	15.67	16.96	15.82	16.79	9.29	4.55	8.09	17.05	27.82
Price Action Indicator	N/A	(0.04)	(0.01)	(0.04)	0.02	0.01	N/A	0.005	(0.04)	0.02
Coefficient Of Variation	654.35	408.52	397.27	405.7	790.93	237.15	507.96	510.05	777.6	525.58
Mean Deviation	0.1442	0.6877	0.6952	0.6946	0.2362	0.0977	0.1405	0.082	0.6242	0.8012
Jensen Alpha	0.0142	0.2036	0.2615	0.2046	0.0266	0.0388	0.0268	0.0122	0.063	0.165
Total Risk Alpha	0.0076	0.1813	0.2264	0.1824	0.0117	0.0349	0.017	0.0064	0.0475	0.1487
Sortino Ratio	(0.14)	0.2431	0.3268	0.2448	(0.05)	(0.01)	(0.06)	(0.14)	0.0557	0.1883
Downside Variance	0.0365	0.6278	0.5762	0.6247	0.0957	0.0379	0.067	0.0451	0.6897	0.8032
Standard Deviation	0.1781	1.0	1.2	1.0	0.2998	0.1222	0.1893	0.1158	0.7721	1.17
Kurtosis	(0.28)	8.97	21.8	8.65	0.0646	0.7267	0.2287	3.57	(0.25)	5.87
Potential Upside	0.2252	1.41	1.9	1.46	0.5455	0.2217	0.4435	0.1258	1.25	1.91
Treynor Ratio	0.2442	0.3157	0.4222	0.3183	0.9241	0.6684	2.55	1.05	0.1463	0.1946
Maximum Drawdown	0.6753	7.05	9.1	6.92	1.34	0.5507	0.8909	0.7486	3.32	6.93
Variance	0.0317	1.01	1.43	1.0	0.0899	0.0149	0.0358	0.0134	0.5961	1.36
Market Risk Adjusted Performance	0.2542	0.3257	0.4322	0.3283	0.9341	0.6784	2.56	1.06	0.1563	0.2046
Risk Adjusted Performance	0.0868	0.1967	0.2034	0.198	0.084	0.2801	0.1245	0.0972	0.1019	0.1544
Skewness	0.083	1.86	3.64	1.82	(0.10)	(0.33)	0.2879	(0.85)	(0.21)	1.58
Semi Deviation	0.0	0.464	0.1595	0.4749	0.2158	0.0	0.0	0.0	0.7163	0.5482
Information Ratio	(0.14)	0.1919	0.2074	0.1935	(0.05)	(0.01)	(0.08)	(0.26)	0.0599	0.1448
Value At Risk	(0.23)	(1.13)	(1.02)	(1.12)	(0.43)	(0.11)	(0.22)	(0.13)	(1.12)	(1.40)
Expected Short fall	(0.20)	(0.81)	(0.82)	(0.86)	(0.25)	(0.16)	(0.28)	(0.14)	(0.64)	(0.93)
Downside Deviation	0.191	0.7924	0.7591	0.7904	0.3094	0.1947	0.2589	0.2124	0.8305	0.8962
Semi Variance	(0.01)	0.2153	0.0254	0.2255	0.0466	(0.05)	(0.02)	(0.01)	0.5131	0.3005

Harbor Core Competition Performance Charts

Five steps to successful analysis of Harbor Core Competition

Harbor Core's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Harbor Core Bond in relation to its competition. Harbor Core's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Harbor Core in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Harbor Core's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Harbor Core Bond, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Harbor Core position

In addition to having Harbor Core in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Energy Funds Theme or any other thematic opportunities.

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Other Information on Investing in Harbor Mutual Fund

Harbor Core financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Core security.

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