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HNVRX Harbor Small Cap Value Retirement Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

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 Retirement MF is 6.89B. 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 Retirement MF was 107%. For the same stocks of the MF, the average monthly volume growth was 185% and the average quarterly volume growth was 126%

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: 39
Price Growth Rating: 50
SMR Rating: 66
Profit Risk Rating: 30
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HNVRX has been closely correlated with FSSNX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNVRX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNVRX
1D Price
Change %
HNVRX100%
-0.24%
FSSNX - HNVRX
86%
Closely correlated
+0.04%
NAESX - HNVRX
84%
Closely correlated
+0.05%
VSCIX - HNVRX
84%
Closely correlated
+0.05%
VSMAX - HNVRX
84%
Closely correlated
+0.05%
VSCPX - HNVRX
84%
Closely correlated
+0.06%