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

The investment seeks long-term total return... Show more

Category: #Small Blend

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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 8.35B. The market cap for tickers in the group ranges from 4.58B to 12.68B. RGA holds the highest valuation in this group at 12.68B. The lowest valued company is FELE at 4.58B.

Volume

The average weekly volume growth across all stocks in the Harbor Small Cap Value Retirement MF was 14%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 297%

Fundamental Analysis Ratings

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

Valuation Rating: 59

P/E Growth Rating: 37

Price Growth Rating: 49

SMR Rating: 63

Profit Risk Rating: 45

Seasonality Score: 34 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

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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 VSMAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNVRX jumps, then VSMAX could also see price increases.

Ticker / NAME	Correlation To HNVRX	1D Price Change %
HNVRX	100%	N/A
VSMAX - HNVRX	90% Closely correlated	N/A
VSCPX - HNVRX	90% Closely correlated	N/A
NAESX - HNVRX	90% Closely correlated	N/A
VSCIX - HNVRX	90% Closely correlated	N/A
FSSNX - HNVRX	89% Closely correlated	N/A
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