About HAVLX
Harbor Large Cap Value Fund Institutional Class is a mutual fund designed to provide long-term total return by primarily investing in equity securities of large-cap companies. The fund focuses on both common and preferred stocks, targeting established businesses with significant market capitalizations. Its portfolio is diversified across various sectors, with notable holdings in technology, industrials, basic materials, financial services, consumer cyclical, and healthcare. The fund’s top positions include recognized leaders such as Microsoft, Adobe, Parker Hannifin, Ameriprise Financial, Lennar, Qualcomm, and Amgen, reflecting a blend of value-oriented and growth-driven firms. Harbor Large Cap Value Fund Institutional Class employs a disciplined investment process managed by a seasoned team, and is typically sought by institutional investors, requiring a relatively high minimum initial investment. With a moderate expense ratio and low turnover, this fund is positioned as an option within the large blend category, aiming to balance capital appreciation with risk management over the long term.
Fund Family Harbor Capital Advisors Inc
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HAVLX
Share Class Institutional Class
Index Russell 1000 Value TR
HAVLX had a total return of 7.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.94%.
