Harbor Mutual Fund Quote

HACAX -  USA Fund  

USD 69.74  0.48  0.68%

Market Performance
0 of 100
Odds Of Distress
Less than 2
Harbor Capital is trading at 69.74 as of the 18th of May 2022; that is -0.68 percent decrease since the beginning of the trading day. The fund's open price was 70.22. Harbor Capital has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Harbor Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of May 2020 and ending today, the 18th of May 2022. Click here to learn more.
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 Subadviser considers to have above average prospects for growth. More on Harbor Capital Appreciation

Harbor Capital Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Harbor Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Harbor Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Harbor Capital Appre generated a negative expected return over the last 90 days
Harbor Capital Appre is unlikely to experience financial distress in the next 2 years
The fund retains all of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Harbor Capital's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.1
Startdate1st of May 1990
Harbor Capital Appreciation [HACAX] is traded in USA and was established 18th of May 2022. The fund is listed under Large Growth category and is part of Harbor family. Harbor Capital Appre currently has accumulated 39.65 B in assets under management (AUM) with minimum initial investment of 50 K. , while the total return for the last 3 years was 19.07%.
Check Harbor Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Capital , and the less return is expected.

Top Harbor Capital Appreciation Constituents

Harbor Capital Target Price Odds Analysis

What are Harbor Capital's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Harbor Capital jumping above the current price in 90 days from now is roughly 97.0%. The Harbor Capital Appreciation probability density function shows the probability of Harbor Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Harbor Capital has a beta of 0.0247. This usually indicates as returns on the market go up, Harbor Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Harbor Capital Appreciation will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Harbor Capital Appre is significantly underperforming DOW.
  Odds Below 69.74HorizonTargetOdds Above 69.74
3.46%90 days
Based on a normal probability distribution, the odds of Harbor Capital to move above the current price in 90 days from now is roughly 97.0 (This Harbor Capital Appreciation probability density function shows the probability of Harbor Mutual Fund to fall within a particular range of prices over 90 days) .

Harbor Capital Top Holders

Harbor Capital Appre Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Harbor Capital market risk premium is the additional return an investor will receive from holding Harbor Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Harbor Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Harbor Capital's alpha and beta are two of the key measurements used to evaluate Harbor Capital's performance over the market, the standard measures of volatility play an important role as well.

Harbor Capital Against Markets

Picking the right benchmark for Harbor Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Harbor Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Harbor Capital is critical whether you are bullish or bearish towards Harbor Capital Appreciation at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Harbor Capital without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Harbor Capital Appreciation

You need to understand the risk of investing before taking a position in Harbor Capital. The danger of trading Harbor Capital Appreciation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Harbor Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Harbor Capital. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Harbor Capital Appre is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. Note that the Harbor Capital Appre information on this page should be used as a complementary analysis to other Harbor Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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When running Harbor Capital Appre price analysis, check to measure Harbor Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harbor Capital is operating at the current time. Most of Harbor Capital's value examination focuses on studying past and present price action to predict the probability of Harbor Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Harbor Capital's price. Additionally, you may evaluate how the addition of Harbor Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Harbor Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Harbor Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.