Harbor International Competition

HRIGX Fund

USD 17.52 0.00 0.00%

Harbor International competes with Aberdeen Select, Mainstay Epoch, Buffalo Mid, Marsico International, and Harbor International; as well as few others. The fund is listed under Foreign Large Growth category and is part of Harbor family. The entity is thematically classified as Large Growth Funds. Analyzing Harbor International 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 International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Harbor International competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
16.63	17.52	18.41

Details

Intrinsic

Valuation

Low	Real	High
16.49	17.38	18.27

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Harbor International. Your research has to be compared to or analyzed against Harbor International's peers to derive any actionable benefits. When done correctly, Harbor International'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 International.

Harbor International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Harbor International 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 International does not affect the price movement of the other competitor.

	JETAX	ICEUX	BUFMX	MIOFX	HIINX
JETAX		0.63	-0.16	0.37	0.82	JETAX
ICEUX	0.63		-0.75	-0.32	0.83	ICEUX
BUFMX	-0.16	-0.75		0.72	-0.46	BUFMX
MIOFX	0.37	-0.32	0.72		-0.01	MIOFX
HIINX	0.82	0.83	-0.46	-0.01		HIINX
	JETAX	ICEUX	BUFMX	MIOFX	HIINX

Click cells to compare fundamentals

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High positive correlations

HIINX	+ 0.83	ICEUX
HIINX	+ 0.82	JETAX
MIOFX	+ 0.72	BUFMX
ICEUX	+ 0.63	JETAX
MIOFX	+ 0.37	JETAX

High negative correlations

BUFMX	- 0.75	ICEUX
HIINX	- 0.46	BUFMX
MIOFX	- 0.32	ICEUX
BUFMX	- 0.16	JETAX
HIINX	- 0.01	MIOFX

Risk-Adjusted Indicators

There is a big difference between HARBOR Mutual Fund performing well and Harbor International 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 International'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
JETAX	0.56	(0.10)	0.00	(0.05)	0.00	0.00	0.95	(1.27)	3.85
ICEUX	0.59	(0.19)	0.00	(0.51)	0.00	0.00	0.83	(1.65)	3.79
BUFMX	0.60	0.02	0.00	0.14	0.70	(0.61)	1.32	(1.01)	4.33
MIOFX	0.78	(0.07)	(0.08)	0.03	1.14	(0.79)	1.44	(2.27)	5.87
HIINX	0.67	(0.05)	0.00	1.24	0.00	0.00	1.32	(1.64)	4.30

Unable to evaluate fundamental data of [JETAX, ICEUX, BUFMX, MIOFX, HIINX] at this time. Please try again later

All Fundamental Data

Harbor International Competitive Analysis

The better you understand Harbor International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Harbor International'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 International'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

	HRIGX	JETAX	ICEUX	BUFMX	MIOFX	HIINX
	0.00 17.52 HARBOR	0.94 15.04 Aberdeen	0.74 39.25 Mainstay	1.20 18.54 Buffalo	0.04 25.18 Marsico	0.56 46.25 Harbor
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Very Weak	Very Weak	Good	Insignificant	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Hold	Cautious Hold	Strong Hold	Strong Hold	Sell
Net Asset	594.58 M	50.45 M	220.97 M	146.72 M	40.85 M	3.47 B
Minimum Initial Investment	50 K	N/A	N/A	N/A	N/A	N/A
Price To Book	2.73 X	2.14 X	1.47 X	3.92 X	3.12 X	1.78 X
Five Year Return	4.34 %	6.63 %	3.46 %	10.20 %	9.39 %	5.61 %
One Year Return	30.94 %	11.30 %	4.49 %	23.36 %	37.38 %	12.43 %
Last Dividend Paid	0.02	0.06	0.27	N/A	N/A	N/A
Price To Earning	20.92 X	17.13 X	18.52 X	27.09 X	26.08 X	18.53 X
Price To Sales	1.66 X	1.89 X	1.55 X	1.93 X	4.17 X	2.02 X
Cash Position Weight	0.68 %	3.24 %	4.84 %	2.54 %	0.45 %	1.85 %
Equity Positions Weight	99.32 %	96.76 %	93.42 %	97.46 %	99.18 %	98.15 %
Three Year Return	(6.56) %	(3.76) %	0.16 %	1.56 %	5.06 %	2.20 %
Annual Yield	N/A	0.01 %	0.02 %	N/A	0 %	0.03 %
Year To Date Return	11.81 %	4.81 %	0.73 %	12.60 %	32.74 %	6.33 %
Ten Year Return	6.72 %	3.43 %	4.90 %	10.61 %	7.08 %	3.80 %
Daily Balance Of Power	0.0	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	17.52	15.04	39.25	18.54	25.18	46.25
Period Momentum Indicator	N/A	0.14	0.29	0.22	0.01	(0.26)
Rate Of Daily Change	1.0	1.01	1.01	1.01	1.0	0.99
Day Median Price	17.52	15.04	39.25	18.54	25.18	46.25
Price Action Indicator	N/A	0.07	0.14	0.11	0.005	(0.13)
Coefficient Of Variation	717.91	(3,728)	(511.01)	608.96	3146.23	(1,922)
Mean Deviation	0.6671	0.5617	0.5889	0.6017	0.7763	0.6735
Jensen Alpha	0.1006	(0.1)	(0.19)	0.0197	(0.07)	(0.05)
Total Risk Alpha	(0.03)	(0.14)	(0.27)	(0)	(0.15)	(0.19)
Sortino Ratio	0.0043	N/A	N/A	0.0027	(0.08)	N/A
Downside Variance	0.8496	N/A	N/A	0.8136	1.38	N/A
Standard Deviation	0.9519	0.7238	0.744	0.798	1.11	0.8701
Kurtosis	1.71	0.6696	0.609	0.5585	2.7	0.916
Potential Upside	1.67	0.9479	0.8321	1.32	1.44	1.32
Treynor Ratio	0.6609	(0.05)	(0.51)	0.1417	0.0309	1.24
Maximum Drawdown	4.39	3.85	3.79	4.33	5.87	4.3
Variance	0.9061	0.5239	0.5535	0.6368	1.23	0.7571
Market Risk Adjusted Performance	0.6709	(0.04)	(0.50)	0.1517	0.0409	1.25
Risk Adjusted Performance	0.1084	(0.02)	(0.15)	0.1259	0.0274	(0.04)
Skewness	0.5548	(0.29)	(0.37)	(0.29)	(0.28)	0.426
Semi Deviation	0.5744	N/A	N/A	0.6952	1.14	N/A
Information Ratio	0.0042	(0.20)	(0.37)	0.003	(0.08)	(0.20)
Value At Risk	(1.52)	(1.27)	(1.65)	(1.01)	(2.27)	(1.64)
Expected Short fall	(0.97)	N/A	N/A	(0.61)	(0.79)	N/A
Downside Deviation	0.9217	N/A	N/A	0.902	1.17	N/A
Semi Variance	0.3299	N/A	N/A	0.4833	1.3	N/A

Harbor International Competition Performance Charts

Five steps to successful analysis of Harbor International Competition

Harbor International'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 International in relation to its competition. Harbor International's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Harbor International 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 International's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Harbor International, 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 International position

In addition to having Harbor International 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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Convertibles Funds

Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 24 constituents at this time.

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 Convertibles Funds Theme or any other thematic opportunities.

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Other Information on Investing in HARBOR Mutual Fund

Harbor International 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 International security.

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