Harbor Strategic Financials
| HISWX Fund | USD 17.59 0.12 0.69% |
Harbor |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Harbor Strategic Fund Summary
Harbor Strategic competes with Goehring Rozencwajg, Firsthand Alternative, Pimco Energy, Jennison Natural, and World Energy. The fund invests in equity securities that the Subadviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily in equity securities, principally common and preferred stocks, of U.S. companies. The Subadviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of companies with mid and small market capitalizations. The fund maintains a portfolio of approximately 30-50 stocks.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harbor Funds |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 422 1050 |
| Currency | USD - US Dollar |
Harbor Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Strategic's current stock value. Our valuation model uses many indicators to compare Harbor Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Strategic competition to find correlations between indicators driving Harbor Strategic's intrinsic value. More Info.Harbor Strategic Growth is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about 858.72 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harbor Strategic's earnings, one of the primary drivers of an investment's value.Harbor Strategic Growth Systematic Risk
Harbor Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harbor Strategic volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Harbor Strategic Growth correlated with the market. If Beta is less than 0 Harbor Strategic generally moves in the opposite direction as compared to the market. If Harbor Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harbor Strategic Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harbor Strategic is generally in the same direction as the market. If Beta > 1 Harbor Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Harbor Strategic February 6, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harbor Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harbor Strategic Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harbor Strategic Growth based on widely used predictive technical indicators. In general, we focus on analyzing Harbor Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Harbor Strategic's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 32.17 | |||
| Value At Risk | (1.89) | |||
| Potential Upside | 1.24 |
Other Information on Investing in Harbor Mutual Fund
Harbor Strategic 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 Strategic security.
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