Harbor Overseas Fund Quote
| HAORX Fund | USD 13.36 0.07 0.53% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Harbor Overseas is trading at 13.36 as of the 26th of November 2024; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 13.29. Harbor Overseas has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Harbor Overseas Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in a diversified portfolio of non-U.S. equity securities. It invests primarily in the stocks of foreign companies located in developed markets, but it may also invest up to 15 percent of its assets in the securities of companies located in emerging markets. More on Harbor Overseas Fund
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Moving against Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Harbor (View all Sectors) |
| Update Date | 30th of September 2024 |
Harbor Overseas Fund [HAORX] is traded in USA and was established 26th of November 2024. Harbor Overseas is listed under Harbor category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Harbor family. This fund currently has accumulated 22.14 M in assets under management (AUM) with no minimum investment requirementsHarbor Overseas is currently producing year-to-date (YTD) return of 12.53% with the current yeild of 0.02%, while the total return for the last 3 years was 3.56%.
Check Harbor Overseas Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Overseas Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Overseas Fund Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| NOVN | Novan Inc | Stock | Health Care | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| ROG | Rogers | Stock | Information Technology |
Harbor Overseas Risk Profiles
| Mean Deviation | 0.6189 | |||
| Standard Deviation | 0.8017 | |||
| Variance | 0.6427 | |||
| Risk Adjusted Performance | (0.02) |
Harbor Overseas Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Overseas 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 Overseas security.
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