Harbor Convertible Financials
| HRCSX Fund | USD 11.98 0.09 0.76% |
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 Convertible Fund Summary
Harbor Convertible competes with Qs Us, M3sixty Capital, Fisher Investments, The Hartford, and Kinetics Small. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of convertible securities. It invests primarily in U.S. dollar denominated securities, including those of foreign issuers however, the fund may invest in securities denominated in other currencies.Specialization | Convertibles, Convertibles |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harbor Funds |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 422 1050 |
| Currency | USD - US Dollar |
Harbor Convertible Key Financial Ratios
Harbor Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Convertible's current stock value. Our valuation model uses many indicators to compare Harbor Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Convertible competition to find correlations between indicators driving Harbor Convertible's intrinsic value. More Info.Harbor Vertible Securities is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 7,054 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 Convertible's earnings, one of the primary drivers of an investment's value.Harbor Vertible Secu Systematic Risk
Harbor Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harbor Convertible 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 output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Harbor Vertible Secu correlated with the market. If Beta is less than 0 Harbor Convertible generally moves in the opposite direction as compared to the market. If Harbor Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harbor Vertible Secu is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harbor Convertible is generally in the same direction as the market. If Beta > 1 Harbor Convertible moves generally in the same direction as, but more than the movement of the benchmark.
Harbor Convertible November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harbor Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harbor Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harbor Vertible Securities 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 Convertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4668 | |||
| Information Ratio | 0.0332 | |||
| Maximum Drawdown | 2.22 | |||
| Value At Risk | (0.63) | |||
| Potential Upside | 1.11 |
Other Information on Investing in Harbor Mutual Fund
Harbor Convertible 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 Convertible security.
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