Harbor Capital Financials
| HCAIX Fund | USD 115.18 0.93 0.81% |
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 Capital Fund Summary
Harbor Capital competes with Harbor International, Large Cap, Harbor Capital, Harbor Mid, and Akre Focus. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least 1 billion at the time of purchase and that the Subadvisor considers to have above average prospects for growth. The stocks of mid and large cap companies in the funds portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20 percent of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4115118196 |
| Business Address | Harbor Funds |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 422 1050 |
| Currency | USD - US Dollar |
Harbor Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Capital's current stock value. Our valuation model uses many indicators to compare Harbor Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Capital competition to find correlations between indicators driving Harbor Capital's intrinsic value. More Info.Harbor Capital Appreciation is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Harbor Capital Appreciation is roughly 5.59 . 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 Capital's earnings, one of the primary drivers of an investment's value.Harbor Capital Appre Systematic Risk
Harbor Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harbor Capital 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Harbor Capital Appre correlated with the market. If Beta is less than 0 Harbor Capital generally moves in the opposite direction as compared to the market. If Harbor Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harbor Capital Appre is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harbor Capital is generally in the same direction as the market. If Beta > 1 Harbor Capital moves generally in the same direction as, but more than the movement of the benchmark.
Harbor Capital December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harbor Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harbor Capital Appreciation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harbor Capital Appreciation 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 Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.4 | |||
| Information Ratio | 0.0012 | |||
| Maximum Drawdown | 5.14 | |||
| Value At Risk | (2.23) | |||
| Potential Upside | 1.72 |
Other Information on Investing in Harbor Mutual Fund
Harbor Capital 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 Capital security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |