HARBOR Mutual Fund Buy Hold or Sell Recommendation

HNSGX Fund  USD 12.09  0.13  1.06%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding HARBOR SMALL CAP is 'Strong Hold'. Macroaxis provides HARBOR SMALL buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HNSGX positions. The advice algorithm takes into account all of HARBOR SMALL's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from HARBOR SMALL's buy-and-hold perspective. Please check HARBOR SMALL 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. We conduct extensive research on individual funds such as HARBOR and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards HARBOR SMALL CAP.

Execute HARBOR SMALL 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 SMALL CAP. Macroaxis does not own or have any residual interests in HARBOR SMALL CAP or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute HARBOR SMALL's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell HARBOR SMALLBuy HARBOR SMALL
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon HARBOR SMALL CAP has a Risk Adjusted Performance of 0.081, Jensen Alpha of (0.037953), Total Risk Alpha of (0.08), Sortino Ratio of (0.002147) and Treynor Ratio of 0.09
Our advice tool can cross-verify current analyst consensus on HARBOR SMALL and to analyze the fund potential to grow for few more years. Please utilize HARBOR SMALL CAP total asset and cash position weight to make buy, hold, or sell decision on HARBOR SMALL.

HARBOR SMALL Returns Distribution Density

The distribution of HARBOR SMALL's historical returns is an attempt to chart the uncertainty of HARBOR SMALL's future price movements. The chart of the probability distribution of HARBOR SMALL stock daily returns describes the distribution of returns around its average expected value. We use HARBOR SMALL CAP price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of HARBOR SMALL returns is essential to provide solid investment advice for HARBOR SMALL.
Mean Return0.13Value At Risk-2.39
Potential Upside2.29Standard Deviation1.80
   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 SMALL 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 SMALL 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 SMALL 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 SMALL'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
-0.04
β
Beta against NYSE Composite1.28
σ
Overall volatility
1.77
Ir
Information ratio -0.0024

HARBOR SMALL Volatility Alert

HARBOR SMALL CAP currently demonstrates below-average downside deviation. It has Information Ratio of 0.0 and Jensen Alpha of -0.04. However, we advise investors to further question HARBOR SMALL CAP expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure HARBOR SMALL'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 SMALL'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 stocks as prices fall.

HARBOR SMALL Fundamentals Vs Peers

Comparing HARBOR SMALL'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 SMALL's direct or indirect competition across all of the common fundamentals between HARBOR SMALL and the related equities. This way, we can detect undervalued stocks with similar characteristics as HARBOR SMALL or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of HARBOR SMALL's fundamental indicators could also be used in its relative valuation, which is a method of valuing HARBOR SMALL by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare HARBOR SMALL to competition
FundamentalsHARBOR SMALLPeer Average
One Year Return16.53 %4.15 %
Three Year Return12.47 %3.60 %
Five Year Return8.23 %3.24 %
Ten Year Return12.77 %1.79 %
Net Asset855.2 M4.11 B
Cash Position Weight1.44 %10.61 %
Equity Positions Weight98.56 %63.90 %

About HARBOR SMALL Buy or Sell Advice

When is the right time to buy or sell HARBOR SMALL CAP? 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.

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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.

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Macroaxis Index Theme
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 48 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 Macroaxis Index Theme or any other thematic opportunities.
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Please check HARBOR SMALL 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 SMALL CAP information on this page should be used as a complementary analysis to other HARBOR SMALL'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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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Please note, there is a significant difference between HARBOR SMALL's value and its price as these two are different measures arrived at by different means. Investors typically determine HARBOR SMALL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, HARBOR SMALL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.