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HSVRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$42.27
Change
-$1.63 (-3.71%)
Net Assets
2.63B

HSVRX Harbor Small Cap Value Admin 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 Admin MF is 6.9B. The market cap for tickers in the group ranges from 3.46B to 12.68B. RGA holds the highest valuation in this group at 12.68B. The lowest valued company is FORM at 3.46B.

Volume

The average weekly volume growth across all stocks in the Harbor Small Cap Value Admin MF was 18%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 41
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 32
Seasonality Score: 26 (-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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HSVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HSVRX has been closely correlated with FSSNX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HSVRX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HSVRX
1D Price
Change %
HSVRX100%
-1.17%
FSSNX - HSVRX
90%
Closely correlated
-1.18%
NAESX - HSVRX
90%
Closely correlated
-1.13%
VSCIX - HSVRX
90%
Closely correlated
-1.13%
VSCPX - HSVRX
90%
Closely correlated
-1.13%
VSMAX - HSVRX
90%
Closely correlated
-1.13%
More