Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Advanced Micro Devices (NASDAQ:AMD), SERVICENOW (NYSE:NOW), Lam Research Corp (NASDAQ:LRCX), Shopify (NYSE:SHOP).
Industry description
The investment seeks long-term growth of capital.
Under normal market conditions, the fund invests primarily in equity securities, principally common stocks, of companies selected based on their potential for growth tied to disruptive innovation. The managers define “disruptive innovation” as the development of new products, services, technologies and/or other advancements that could disrupt and displace existing businesses and business models over time. While the fund invests primarily in securities of U.S. companies, the fund may invest up to 25% of its assets in foreign securities, including those located in emerging market countries.
Market Cap
The average market capitalization across the Harbor Disruptive Innovation Retirement MF is 725.86B. The market cap for tickers in the group ranges from 85.08B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CDNS at 85.08B.
Volume
The average weekly volume growth across all stocks in the Harbor Disruptive Innovation Retirement MF was 59%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 69
Price Growth Rating: 39
SMR Rating: 46
Profit Risk Rating: 25
Seasonality Score: -16 (-100 ... +100)