Harbor Small Cap Fund Cash Position Weight
| HNSGX Fund | USD 13.23 0.11 0.82% |
Harbor Small Cap fundamentals help investors to digest information that contributes to Harbor Small's financial success or failures. It also enables traders to predict the movement of Harbor Mutual Fund. The fundamental analysis module provides a way to measure Harbor Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Harbor Small mutual fund.
Harbor |
Harbor Small Cap Mutual Fund Cash Position Weight Analysis
Harbor Small's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Harbor Small Cash Position Weight | 1.44 % |
Most of Harbor Small's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Harbor Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Harbor Small Cap has 1.44% in Cash Position Weight. This is 47.25% lower than that of the Harbor family and significantly higher than that of the Small Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Harbor Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Harbor Small's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Harbor Small could also be used in its relative valuation, which is a method of valuing Harbor Small by comparing valuation metrics of similar companies.Harbor Small is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Harbor Small
The fund consists of 98.56% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Harbor Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Harbor Fundamentals
| Total Asset | 855.2 M | ||||
| Annual Yield | 0.0009 % | ||||
| Year To Date Return | 2.77 % | ||||
| One Year Return | 11.86 % | ||||
| Three Year Return | (2.18) % | ||||
| Five Year Return | 9.60 % | ||||
| Ten Year Return | 12.77 % | ||||
| Net Asset | 832.45 M | ||||
| Cash Position Weight | 1.44 % | ||||
| Equity Positions Weight | 98.56 % |
About Harbor Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Harbor Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Harbor Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Harbor Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harbor Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. 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 the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.