Harbor Small Cap Fund Minimum Initial Investment
Harbor Small Cap fundamentals help investors to digest information that contributes to Harbor Small's financial success or failures. It also enables traders to predict the movement of Harbor Mutual Fund. The fundamental analysis module provides a way to measure Harbor Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Harbor Small mutual fund.
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Harbor Small Cap Mutual Fund Minimum Initial Investment Analysis
Harbor Small's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionHarbor Small Minimum Initial Investment Component Assessment
Based on the recorded statements, Harbor Small Cap has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the Harbor family and 100.0% lower than that of the Small Blend category. The minimum initial investment for all United States funds is 100.0% higher than that of the company.
Harbor Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Harbor Small's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Harbor Small could also be used in its relative valuation, which is a method of valuing Harbor Small by comparing valuation metrics of similar companies.Harbor Small is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Harbor Small
The fund consists of 97.3% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Harbor Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Harbor Fundamentals
| Total Asset | 2.06 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.75 % | ||||
| One Year Return | 10.05 % | ||||
| Three Year Return | 5.15 % | ||||
| Five Year Return | 7.94 % | ||||
| Ten Year Return | 9.97 % | ||||
| Net Asset | 1.56 B | ||||
| Cash Position Weight | 2.70 % | ||||
| Equity Positions Weight | 97.30 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 metropolitan statistical area. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Tools for Harbor Mutual Fund
When running Harbor Small's price analysis, check to measure Harbor Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harbor Small is operating at the current time. Most of Harbor Small's value examination focuses on studying past and present price action to predict the probability of Harbor Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Harbor Small's price. Additionally, you may evaluate how the addition of Harbor Small to your portfolios can decrease your overall portfolio volatility.
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