Harbor Mutual Fund Buy Hold or Sell Recommendation

HACBX -  USA Fund  

USD 9.45  0.03  0.32%

Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Harbor Core Bond is 'Strong Hold'. Macroaxis provides Harbor Core buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HACBX positions. The advice algorithm takes into account all of Harbor Core's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Harbor Core's buy-and-hold perspective. Please check Harbor Core 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 Core Bond.

Execute Harbor Core 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 Core Bond. Macroaxis does not own or have any residual interests in Harbor Core Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Harbor Core's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Harbor CoreBuy Harbor Core
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Harbor Core Bond has a Risk Adjusted Performance of (0.32), Jensen Alpha of (0.11), Total Risk Alpha of (0.07) and Treynor Ratio of 4.11
We provide advice to complement the regular expert consensus on Harbor Core. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Please utilize Harbor Core Bond total asset and cash position weight to make buy, hold, or sell decision on Harbor Core.

Harbor Core Trading Alerts and Improvement Suggestions

Harbor Core Bond generated a negative expected return over the last 90 days
Harbor Core Bond is unlikely to experience financial distress in the next 2 years
On 30th of March 2022 Harbor Core paid $ 0.021 per share dividend to its current shareholders
The fund retains about 97.38% of its assets under management (AUM) in fixed income securities

Harbor Core Returns Distribution Density

The distribution of Harbor Core's historical returns is an attempt to chart the future uncertainty of Harbor Core's future price movements. The chart of the probability distribution of Harbor Core stock daily returns describes the distribution of returns around its average expected value. We use Harbor Core Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Harbor Core returns is essential to provide solid investment advice for Harbor Core stock.
Mean Return-0.1Value At Risk-0.85
Potential Upside0.53Standard Deviation0.44
 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 Core 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 Core 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 Core 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 Core 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
-0.11
β
Beta against DOW-0.03
σ
Overall volatility
0.45
Ir
Information ratio -0.01

Harbor Core Volatility Alert

Harbor Core Bond exhibits very low volatility with skewness of -0.19 and kurtosis of -0.72. However, we advise investors to further study Harbor Core Bond 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 Core'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 Core'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 Core Implied Volatility

Harbor Core's implied volatility exposes the market's sentiment of Harbor Core Bond stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Harbor Core'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 Core stock will not fluctuate a lot when Harbor Core's options are near their expiration.

Harbor Core Fundamentals Vs Peers

Comparing Harbor Core'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 Core's direct or indirect competition across all of the common fundamentals between Harbor Core and the related equities. This way, we can detect undervalued stocks with similar characteristics as Harbor Core or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Harbor Core's fundamental indicators could also be used in its relative valuation, which is a method of valuing Harbor Core by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Harbor Core to competition
FundamentalsHarbor CorePeer Average
One Year Return9.55 %4.15 %
Net Asset140.83 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight1.99 %10.61 %
Bond Positions Weight97.38 %11.24 %

About Harbor Core Buy or Sell Advice

When is the right time to buy or sell Harbor Core Bond? 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 Core 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 Core 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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Waste Management Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Waste Management theme has 32 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 Waste Management Theme or any other thematic opportunities.
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Please check Harbor Core 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 Core Bond information on this page should be used as a complementary analysis to other Harbor Core'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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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Please note, there is a significant difference between Harbor Core's value and its price as these two are different measures arrived at by different means. Investors typically determine Harbor Core value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor Core'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.