Harbor Overseas Fund Manager Performance Evaluation
| HAOSX Fund | USD 17.84 0.28 1.55% |
The fund retains a Market Volatility (i.e., Beta) of 0.81, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Harbor Overseas' returns are expected to increase less than the market. However, during the bear market, the loss of holding Harbor Overseas is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor Overseas are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Harbor Overseas may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreHarbor |
Harbor Overseas Relative Risk vs. Return Landscape
If you would invest 1,589 in Harbor Overseas on November 8, 2025 and sell it today you would earn a total of 195.00 from holding Harbor Overseas or generate 12.27% return on investment over 90 days. Harbor Overseas is currently producing 0.1968% returns and takes up 0.8622% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Harbor, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor Overseas Current Valuation
Undervalued
Today
Please note that Harbor Overseas' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Harbor Overseas retains a regular Real Value of $19.13 per share. The prevalent price of the fund is $17.84. We determine the value of Harbor Overseas from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Harbor Overseas is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Overseas' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.84 | Real 19.13 | Hype 17.84 | Naive 18.02 |
The intrinsic value of Harbor Overseas' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Harbor Overseas' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Harbor Overseas helps investors to forecast how Harbor mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Harbor Overseas more accurately as focusing exclusively on Harbor Overseas' fundamentals will not take into account other important factors: Harbor Overseas Target Price Odds to finish over Current Price
The tendency of Harbor Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.84 | 90 days | 17.84 | about 10.92 |
Based on a normal probability distribution, the odds of Harbor Overseas to move above the current price in 90 days from now is about 10.92 (This Harbor Overseas probability density function shows the probability of Harbor Mutual Fund to fall within a particular range of prices over 90 days) .
Harbor Overseas Price Density |
| Price |
Predictive Modules for Harbor Overseas
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Harbor Overseas. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Harbor Overseas' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Harbor Overseas Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Harbor Overseas is not an exception. The market had few large corrections towards the Harbor Overseas' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Harbor Overseas, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Harbor Overseas within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.81 | |
σ | Overall volatility | 0.91 | |
Ir | Information ratio | 0.18 |
Harbor Overseas Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Harbor Overseas for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Harbor Overseas can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.09% of its assets under management (AUM) in equities |
Harbor Overseas Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Overseas, and Harbor Overseas fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Harbor Mutual Fund performance.
| Total Asset | 67.77 M | ||||
About Harbor Overseas Performance
Evaluating Harbor Overseas' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor Overseas has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Harbor Overseas has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The fund invests in stocks across the market capitalization spectrum. The subadvisor manages the fund using an active, quantitative investment strategy.Things to note about Harbor Overseas performance evaluation
Checking the ongoing alerts about Harbor Overseas for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Overseas help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.09% of its assets under management (AUM) in equities |
- Analyzing Harbor Overseas' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Harbor Overseas' stock is overvalued or undervalued compared to its peers.
- Examining Harbor Overseas' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Harbor Overseas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Overseas' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Overseas' mutual fund. These opinions can provide insight into Harbor Overseas' potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |