About HAVGX
The Haverford Quality Growth Stock Fund is a mutual fund that focuses on achieving long-term capital growth by investing in a carefully selected portfolio of well-known, established U.S.-listed companies. Emphasizing Haverford’s "Quality Investing" philosophy, this fund targets large-cap firms known for their financial strength, consistent earnings, and stable dividend histories. Typically holding between 25 and 35 stocks, the fund offers sector and industry diversification, aiming to provide stability with reduced volatility. Portfolio turnover is relatively low, reflecting a disciplined, long-term approach to stock selection and management. Notable holdings often include industry leaders such as Microsoft, Apple, Mastercard, and Costco, representing sectors like technology, financial services, consumer defensive, and healthcare. The fund’s strategy is designed for investors seeking steady growth and income, leveraging the potential benefits of companies with a track record of reliable performance and leadership in their respective fields. Investors are generally encouraged to consider a minimum holding period of three to five years to align with the fund’s long-term orientation.
Fund Family Haverford
Category Large Blend
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HAVGX
Index S&P 500 TR
HAVGX had a total return of 9.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.09%.
