Harbor Strategic Growth Fund Manager Performance Evaluation
| HNGSX Fund | USD 25.93 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.008, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Harbor Strategic are expected to decrease at a much lower rate. During the bear market, Harbor Strategic is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor Strategic Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Harbor Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6400 |
Harbor |
Harbor Strategic Relative Risk vs. Return Landscape
If you would invest 2,501 in Harbor Strategic Growth on September 3, 2024 and sell it today you would earn a total of 92.00 from holding Harbor Strategic Growth or generate 3.68% return on investment over 90 days. Harbor Strategic Growth is currently producing 0.0599% returns and takes up 0.7132% volatility of returns over 90 trading days. Put another way, 6% 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
Overvalued
Today
Please note that Harbor Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Harbor Strategic Growth retains a regular Real Value of $24.0 per share. The prevalent price of the fund is $25.93. 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 25.93 | Real 24.0 | Hype 25.93 | Naive 25.98 |
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 = 0.0839
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| Cash | HNGSX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Harbor Strategic is performing at about 6% of its full potential. 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 it 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 | 71.18 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.| The fund retains 99.19% 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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |