Industry description
The investment seeks long-term total return.
The fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. The advisor expects to invest in approximately 55 to 70 companies.
Market Cap
The average market capitalization across the Harbor Small Cap Value Investor MF is 6.88B. The market cap for tickers in the group ranges from 3.32B to 12.68B. RGA holds the highest valuation in this group at 12.68B. The lowest valued company is FORM at 3.32B.
Volume
The average weekly volume growth across all stocks in the Harbor Small Cap Value Investor MF was 185%. For the same stocks of the MF, the average monthly volume growth was 174% and the average quarterly volume growth was 48%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 42
Price Growth Rating: 50
SMR Rating: 63
Profit Risk Rating: 34
Seasonality Score: 26 (-100 ... +100)