Harbor Strategic Growth Fund Quote
Harbor Strategic is trading at 17.20 as of the 22nd of March 2025; that is No Change since the beginning of the trading day. The fund's open price was 17.2. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
HARBOR Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Growth Funds, Large Growth, Harbor (View all Sectors) |
| Update Date | 31st of March 2025 |
Harbor Strategic Growth [HISWX] is traded in USA and was established 22nd of March 2025. Harbor Strategic is listed under Harbor category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Harbor family. This fund currently has accumulated 75.34 M in assets under management (AUM) with minimum initial investment of 2.5 K. Harbor Strategic Growth is currently producing year-to-date (YTD) return of 1.05% with the current yeild of 0.0%, while the total return for the last 3 years was 8.06%.
Check Harbor Strategic Probability Of Bankruptcy
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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Strategic Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Strategic Growth Mutual Fund Constituents
| XPO | XPO Logistics | Stock | Industrials | |
| ROP | Roper Technologies, | Stock | Industrials | |
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| HON | Honeywell International | Stock | Industrials | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MKL | Markel | Stock | Financials | |
| MCHP | Microchip Technology | Stock | Information Technology |
Harbor Strategic Growth Risk Profiles
| Mean Deviation | 1.16 | |||
| Standard Deviation | 3.82 | |||
| Variance | 14.59 | |||
| Risk Adjusted Performance | (0.1) |
Harbor Strategic Against Markets
Harbor Strategic Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Harbor Strategic mutual fund to make a market-neutral strategy. Peer analysis of Harbor Strategic could also be used in its relative valuation, which is a method of valuing Harbor Strategic by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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.
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