Harbor Small Cap Fund Manager Performance Evaluation
| HRSGX Fund | USD 13.43 0.10 0.74% |
The fund retains a Market Volatility (i.e., Beta) of 1.29, 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 Small will likely underperform.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Harbor Small Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Harbor Small may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.1300 |
Harbor |
Harbor Small Relative Risk vs. Return Landscape
If you would invest 1,203 in Harbor Small Cap on September 4, 2024 and sell it today you would earn a total of 150.00 from holding Harbor Small Cap or generate 12.47% return on investment over 90 days. Harbor Small Cap is currently producing 0.1894% returns and takes up 1.073% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Harbor, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Harbor Small Current Valuation
Fairly Valued
Today
Please note that Harbor Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harbor Small Cap retains a regular Real Value of $13.25 per share. The prevalent price of the fund is $13.43. We determine the value of Harbor Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harbor Mutual Fund. However, Harbor Small'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 13.43 | Real 13.25 | Hype 13.43 | Naive 13.66 |
The intrinsic value of Harbor Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Harbor Small's fundamentals will not take into account other important factors: Harbor Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harbor Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harbor Small Cap, and traders can use it to determine the average amount a Harbor Small'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 = 0.1765
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HRSGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Harbor Small is performing at about 13% 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 Small by adding it to a well-diversified portfolio.
Harbor Small Fundamentals Growth
Harbor Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harbor Small, and Harbor Small 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.
| Price To Earning | 25.16 X | ||||
| Price To Book | 3.39 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 932.15 M | ||||
About Harbor Small Performance
Evaluating Harbor Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harbor Small 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 Small 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 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.Things to note about Harbor Small Cap performance evaluation
Checking the ongoing alerts about Harbor Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harbor Small Cap 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 98.56% of its assets under management (AUM) in equities |
- Analyzing Harbor Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Harbor Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harbor Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Harbor Small's mutual fund. These opinions can provide insight into Harbor Small's potential for growth and whether the stock is currently undervalued or overvalued.
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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