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HILVX Harbor Large Cap Value Inv Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Adobe (NASDAQ:ADBE), Capital One Financial (NYSE:COF), Lennar Corp (NYSE:LEN), Microchip Technology (NASDAQ:MCHP).

Industry description

The investment seeks long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadvisor focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadvisor believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Market Cap

The average market capitalization across the Harbor Large Cap Value Inv MF is 374.06B. The market cap for tickers in the group ranges from 30.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ANSS at 30.22B.

Volume

The average weekly volume growth across all stocks in the Harbor Large Cap Value Inv MF was 46%. For the same stocks of the MF, the average monthly volume growth was 90% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 46
Price Growth Rating: 37
SMR Rating: 53
Profit Risk Rating: 24
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Harbor Funds111 South Wacker Drive,34th FloorChicago
Phone
N/A
Web
www.harborfunds.com
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HILVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HILVX has been closely correlated with FXAIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if HILVX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HILVX
1D Price
Change %
HILVX100%
-0.90%
FXAIX - HILVX
89%
Closely correlated
-1.31%
VFINX - HILVX
85%
Closely correlated
-1.31%
VSTSX - HILVX
85%
Closely correlated
-1.31%
VSMPX - HILVX
85%
Closely correlated
-1.30%
VTSAX - HILVX
85%
Closely correlated
-1.31%
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