Harbor Small Cap Fund Quote
HISGX Fund | USD 10.49 0.01 0.1% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Harbor Small is trading at 10.49 as of the 1st of July 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.48. Harbor Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Harbor Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2023 and ending today, the 1st of July 2024. Click here to learn more.
The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of small cap companies. More on Harbor Small Cap
Moving together with Harbor Mutual Fund
Harbor Mutual Fund Highlights
Fund Concentration | Harbor Funds, Large Funds, Small Growth Funds, Small Growth, Harbor (View all Sectors) |
Update Date | 30th of June 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Harbor Small Cap [HISGX] is traded in USA and was established 1st of July 2024. Harbor Small is listed under Harbor category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Harbor family. This fund currently has accumulated 1.09 B in assets under management (AUM) with no minimum investment requirementsHarbor Small Cap is currently producing year-to-date (YTD) return of 1.96%, while the total return for the last 3 years was -1.44%.
Check Harbor Small Probability Of Bankruptcy
Instrument Allocation
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 Small Cap 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 Small Cap Mutual Fund Constituents
BIO | Bio Rad Laboratories | Stock | Health Care | |
OMCL | Omnicell | Stock | Health Care | |
OPCH | Option Care Health | Stock | Health Care | |
BLD | Topbuild Corp | Stock | Consumer Discretionary | |
WMS | Advanced Drainage Systems | Stock | Industrials | |
FCNCA | First Citizens BancShares | Stock | Financials | |
EYE | National Vision Holdings | Stock | Consumer Discretionary | |
HAE | Haemonetics | Stock | Health Care |
Harbor Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Harbor Small market risk premium is the additional return an investor will receive from holding Harbor Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Harbor Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Harbor Small's alpha and beta are two of the key measurements used to evaluate Harbor Small's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.7562 | |||
Standard Deviation | 0.9654 | |||
Variance | 0.9319 | |||
Risk Adjusted Performance | (0.04) |
Harbor Small Against Markets
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.
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data |