Harbor Small Minimum Initial Investment vs. Ten Year Return
| HASCX Fund | USD 40.08 1.07 2.60% |
For Harbor Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Harbor Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Harbor Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Harbor Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Harbor Small Cap over time as well as its relative position and ranking within its peers.
Harbor |
Harbor Small Cap Ten Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Harbor Small's current stock value. Our valuation model uses many indicators to compare Harbor Small value to that of its competitors to determine the firm's financial worth. Harbor Small Cap is one of the top funds in minimum initial investment among similar funds. It also is one of the top funds in ten year return among similar funds . The ratio of Minimum Initial Investment to Ten Year Return for Harbor Small Cap is about 5,030 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harbor Small's earnings, one of the primary drivers of an investment's value.Harbor Ten Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Harbor Small |
| = | 50 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Harbor Small |
| = | 9.94 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Harbor Ten Year Return Comparison
Harbor Small is currently under evaluation in ten year return among similar funds.
Harbor Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Harbor Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Harbor Small will eventually generate negative long term returns. The profitability progress is the general direction of Harbor Small's change in net profit over the period of time. It can combine multiple indicators of Harbor Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Harbor Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Harbor Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Harbor Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Harbor Small's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Harbor Small without increasing your portfolio risk or giving up the 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.Did you try this?
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Use Investing Themes to Complement your Harbor Small position
In addition to having Harbor Small 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.Did You Try This Idea?
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Small Value Funds
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 43 constituents at this time.
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 Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Harbor Mutual Fund
To fully project Harbor Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Harbor Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Harbor Small's income statement, its balance sheet, and the statement of cash flows.
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