Harbor Small Financials
| HRSGX Fund | USD 12.98 0.14 1.07% |
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 Small Fund Summary
Harbor Small competes with Third Avenue, Aegis Value, Litman Gregory, and Marsico Growth. The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000 Growth Index.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harbor Funds |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Small 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 Small's current stock value. Our valuation model uses many indicators to compare Harbor Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harbor Small competition to find correlations between indicators driving Harbor Small's intrinsic value. More Info.Harbor Small Cap 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Harbor Small Cap is roughly 7.42 . 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 Small's earnings, one of the primary drivers of an investment's value.Harbor Small Cap Systematic Risk
Harbor Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harbor Small 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Harbor Small Cap correlated with the market. If Beta is less than 0 Harbor Small generally moves in the opposite direction as compared to the market. If Harbor Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harbor Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harbor Small is generally in the same direction as the market. If Beta > 1 Harbor Small moves generally in the same direction as, but more than the movement of the benchmark.
Harbor Small December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harbor Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harbor Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harbor Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9657 | |||
| Information Ratio | 0.012 | |||
| Maximum Drawdown | 5.95 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 1.9 |
Other Information on Investing in Harbor Mutual Fund
Harbor Small 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 Small security.
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