Harbor Strategic Growth Fund Manager Performance Evaluation
| HISWX Fund | USD 17.59 0.12 0.69% |
The fund retains a Market Volatility (i.e., Beta) of 2.15, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Harbor Strategic will likely underperform.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Harbor Strategic Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.0800 |
Harbor |
Harbor Strategic Relative Risk vs. Return Landscape
If you would invest 2,498 in Harbor Strategic Growth on November 8, 2024 and sell it today you would lose (739.00) from holding Harbor Strategic Growth or give up 29.58% of portfolio value over 90 days. Harbor Strategic Growth is currently producing negative expected returns and takes up 4.0769% volatility of returns over 90 trading days. Put another way, 36% of traded mutual funds are less volatile than Harbor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor Strategic Current Valuation
Undervalued
Today
Please note that Harbor Strategic's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Harbor Strategic Growth retains a regular Real Value of $18.45 per share. The prevalent price of the fund is $17.59. We determine the value of Harbor Strategic Growth 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Strategic's 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 17.59 | Real 18.45 | Hype 17.59 | Naive 15.43 |
The intrinsic value of Harbor Strategic's 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 Strategic's 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 Strategic Growth 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 Strategic more accurately as focusing exclusively on Harbor Strategic's fundamentals will not take into account other important factors: Harbor Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor Strategic Growth, and traders can use it to determine the average amount a Harbor Strategic's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1228
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HISWX |
Estimated Market Risk
| 4.08 actual daily | 36 64% of assets are more volatile |
Expected Return
| -0.5 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harbor Strategic is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Harbor Strategic by adding Harbor Strategic to a well-diversified portfolio.
Harbor Strategic Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Strategic, and Harbor Strategic 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 | 116.46 M | ||||
About Harbor Strategic Performance
Evaluating Harbor Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor Strategic 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 Strategic 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 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.Things to note about Harbor Strategic Growth performance evaluation
Checking the ongoing alerts about Harbor Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Strategic Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Harbor Strategic generated a negative expected return over the last 90 days | |
| Harbor Strategic has high historical volatility and very poor performance | |
| The fund retains 95.46% of its assets under management (AUM) in equities |
- Analyzing Harbor Strategic's 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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Harbor Strategic's 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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Strategic's mutual fund. These opinions can provide insight into Harbor Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
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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