Harbor Mutual Fund Buy Hold or Sell Recommendation

HACAX -  USA Fund  

USD 67.48  0.99  1.49%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Harbor Capital Appreciation is 'Strong Sell'. Macroaxis provides Harbor Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HACAX positions. The advice algorithm takes into account all of Harbor Capital's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Harbor Capital's buy-and-hold perspective. Please check Harbor Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Harbor and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Harbor Capital Appreciation.

Execute Harbor Capital Buy or Sell Advice

The Harbor recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Harbor Capital Appreciation. Macroaxis does not own or have any residual interests in Harbor Capital Appreciation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Harbor Capital's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Harbor CapitalBuy Harbor Capital
Strong Sell

Volatility

Very steadyDetails

Hype Condition

Under hypedDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Harbor Capital Appreciation has a Mean Deviation of 2.07, Standard Deviation of 2.51 and Variance of 6.32
Macroaxis provides unbiased trade recommendations on Harbor Capital that should be used to complement current analysts and expert consensus on Harbor Capital Appre. Our advice engine determines the entity's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. Please utilize Harbor Capital Appreciation price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to make buy, hold, or sell decision on Harbor Capital.

Harbor Capital Trading Alerts and Improvement Suggestions

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

Harbor Capital Returns Distribution Density

The distribution of Harbor Capital's historical returns is an attempt to chart the future uncertainty of Harbor Capital's future price movements. The chart of the probability distribution of Harbor Capital stock daily returns describes the distribution of returns around its average expected value. We use Harbor Capital Appreciation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Harbor Capital returns is essential to provide solid investment advice for Harbor Capital stock.
Mean Return-0.3Value At Risk-4.74
Potential Upside3.99Standard Deviation2.51
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Harbor Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Harbor Capital Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Harbor Capital or Harbor sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Harbor Capital stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Harbor stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.31
β
Beta against DOW0.0264
σ
Overall volatility
2.48
Ir
Information ratio -0.09

Harbor Capital Volatility Alert

Harbor Capital Appreciation exhibits very low volatility with skewness of -0.02 and kurtosis of -0.6. However, we advise investors to further study Harbor Capital Appreciation technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Harbor Capital's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Harbor Capital's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Harbor Capital Implied Volatility

Harbor Capital's implied volatility exposes the market's sentiment of Harbor Capital Appreciation stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Harbor Capital's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Harbor Capital stock will not fluctuate a lot when Harbor Capital's options are near their expiration.

Harbor Capital Fundamentals Vs Peers

Comparing Harbor Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Harbor Capital's direct or indirect competition across all of the common fundamentals between Harbor Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Harbor Capital or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Harbor Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Harbor Capital by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Harbor Capital to competition
FundamentalsHarbor CapitalPeer Average
Price to Earning28.40 X6.53 X
Price to Book5.08 X0.74 X
Price to Sales3.75 X0.61 X
One Year Return31.15 %4.15 %
Three Year Return19.07 %3.60 %
Five Year Return15.07 %3.24 %
Ten Year Return16.25 %1.79 %
Net Asset39.65 B4.11 B
Minimum Initial Investment50 K976.16 K
Equity Positions Weight100.00 %63.90 %

About Harbor Capital Buy or Sell Advice

When is the right time to buy or sell Harbor Capital Appreciation? Buying financial instruments such as Harbor Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Harbor Capital investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Harbor Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Macroaxis Index Thematic Idea Now

Macroaxis Index
Macroaxis Index Theme
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 49 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Macroaxis Index Theme or any other thematic opportunities.
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Please check Harbor Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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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.