Harbor Convertible Financials
| HNCVX Fund | USD 12.14 0.03 0.25% |
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 Convertible Fund Summary
Harbor Convertible competes with Harbor Convertible, Harbor Diversified, Harbor International, Harbor International, and Harbor Mid. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of convertible securities. It invests primarily in U.S. dollar denominated securities, including those of foreign issuers however, the fund may invest in securities denominated in other currencies.Specialization | Convertibles, Convertibles |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harbor Funds |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Convertibles |
| 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 Convertible's current stock value. Our valuation model uses many indicators to compare Harbor Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Convertible competition to find correlations between indicators driving Harbor Convertible's intrinsic value. More Info.Harbor Vertible Securities is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 6,357 of Year To Date Return per Annual Yield. 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 Convertible's earnings, one of the primary drivers of an investment's value.Harbor Vertible Secu Systematic Risk
Harbor Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harbor Convertible 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Harbor Vertible Secu correlated with the market. If Beta is less than 0 Harbor Convertible generally moves in the opposite direction as compared to the market. If Harbor Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harbor Vertible Secu is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harbor Convertible is generally in the same direction as the market. If Beta > 1 Harbor Convertible moves generally in the same direction as, but more than the movement of the benchmark.
Harbor Convertible Thematic Clasifications
Harbor Vertible Securities is part of Convertibles Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date
This theme covers Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. Get More Thematic Ideas
Harbor Vertible Securities is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 6.99 Billion. Harbor Convertible claims roughly 125.8 Million in net asset contributing just under 2% to funds in Convertibles category.| Convertibles Funds | View |
Harbor Convertible December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harbor Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harbor Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harbor Vertible Securities 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 Convertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.496 | |||
| Information Ratio | 0.0718 | |||
| Maximum Drawdown | 2.0 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Harbor Mutual Fund
Harbor Convertible 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 Convertible security.
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