Harbor Capital Appreciation Fund Buy Hold or Sell Recommendation
HACAX Fund | USD 109.73 0.13 0.12% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Harbor Capital Appreciation is 'Strong Hold'. 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. Key drivers impacting Harbor Capital's buy or sell advice are summarized below:
Real Value 93.82 | Hype Value 109.73 | Market Value 109.73 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Harbor Capital Appreciation given historical horizon and risk tolerance towards Harbor Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Harbor Capital Appreciation, the advice is generated through an automated system that utilizes algorithms and statistical models.
Harbor |
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
Strong Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Harbor Capital Trading Alerts and Improvement Suggestions
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 uncertainty of Harbor Capital's future price movements. The chart of the probability distribution of Harbor Capital 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.
Mean Return | 0.21 | Value At Risk | -1.68 | Potential Upside | 1.94 | Standard Deviation | 1.13 |
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's price will be affected by overall mutual fund 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 fund'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 NYSE Composite | 0.05 | |
β | Beta against NYSE Composite | 1.20 | |
σ | Overall volatility | 1.12 | |
Ir | Information ratio | 0.06 |
Harbor Capital Volatility Alert
Harbor Capital Appreciation has low volatility with Treynor Ratio of 0.16, Maximum Drawdown of 5.85 and kurtosis of 1.13. 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 bullish 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 financial instruments as prices fall.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 |
Fundamentals | Harbor Capital | Peer Average |
Price To Earning | 28.40 X | 6.53 X |
Price To Book | 5.08 X | 0.74 X |
Price To Sales | 3.75 X | 0.61 X |
Year To Date Return | 13.94 % | 0.39 % |
One Year Return | 53.53 % | 4.15 % |
Three Year Return | 9.86 % | 3.60 % |
Five Year Return | 17.35 % | 3.24 % |
Ten Year Return | 16.25 % | 1.79 % |
Net Asset | 25.12 B | 4.11 B |
Minimum Initial Investment | 50 K | 976.16 K |
Equity Positions Weight | 100.00 % | 63.90 % |
Harbor Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Harbor . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power | (9,223,372,036,855) | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 109.73 | |||
Day Typical Price | 109.73 | |||
Price Action Indicator | (0.07) | |||
Period Momentum Indicator | (0.13) |
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 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. 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.Did You Try This Idea?
Run Biotech Thematic Idea Now
Biotech
Companies specialized in biotechnology production and delivery of pharmaceuticals services. The Biotech theme has 45 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 Biotech Theme or any other thematic opportunities.
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Check out 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 the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Complementary Tools for Harbor Mutual Fund analysis
When running Harbor Capital's price analysis, check to measure Harbor Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harbor Capital is operating at the current time. Most of Harbor Capital's value examination focuses on studying past and present price action to predict the probability of Harbor Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Harbor Capital's price. Additionally, you may evaluate how the addition of Harbor Capital to your portfolios can decrease your overall portfolio volatility.
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