Harbor Small Cap Fund Manager Performance Evaluation

HASCX Fund  USD 38.73  0.89  2.35%   
The fund retains a Market Volatility (i.e., Beta) of 0.86, which attests to possible diversification benefits within a given portfolio. Harbor Small returns are very sensitive to returns on the market. As the market goes up or down, Harbor Small is expected to follow.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Harbor Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more
1
Harbor gatekeeper looks to subadvisor lineup for active ETF expansion - Citywire Professional Buyer
01/30/2025
Expense Ratio Date1st of March 2023
Expense Ratio0.8800
  

Harbor Small Relative Risk vs. Return Landscape

If you would invest  4,452  in Harbor Small Cap on December 16, 2024 and sell it today you would lose (579.00) from holding Harbor Small Cap or give up 13.01% of portfolio value over 90 days. Harbor Small Cap is currently producing negative expected returns and takes up 1.1083% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Harbor, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Harbor Small is expected to under-perform the market. In addition to that, the company is 1.24 times more volatile than its market benchmark. It trades about -0.2 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of volatility.

Harbor Small Current Valuation

Fairly Valued
Today
38.73
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 $39.39 per share. The prevalent price of the fund is $38.73. 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  38.73 Real  39.39 Hype  38.82 Naive  38.04
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.
39.39
Real Value
40.50
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
37.7838.9740.16
Details
Hype
Prediction
LowEstimatedHigh
37.7138.8239.93
Details
Naive
Forecast
LowNext ValueHigh
36.9338.0439.15
Details

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 = -0.2004

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsHASCX

Estimated Market Risk

 1.11
  actual daily
9
91% of assets are more volatile

Expected Return

 -0.22
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.2
  actual daily
0
Most of other assets perform better
Based on monthly moving average Harbor Small is not performing at its full potential. However, 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 Harbor Small 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.

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, it 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 Index. The advisor expects to invest in approximately 55 to 70 companies.

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.
Harbor Small Cap generated a negative expected return over the last 90 days
The fund retains 98.57% of its assets under management (AUM) in equities
Evaluating Harbor Small's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Harbor Small's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Harbor Small's mutual fund performance is not an exact science, and many factors can impact Harbor Small's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity