About HILVX
Harbor Large Cap Value Fund Investor Class is a mutual fund designed to provide investors with long-term total return through investments in large-cap U.S. companies. The fund primarily targets equity securities, including common and preferred stocks, of established firms that exhibit value characteristics—typically those considered undervalued relative to their fundamental worth. By focusing on the large-cap segment, the fund gains exposure to well-capitalized businesses spanning sectors such as industrials, financial services, technology, materials, utilities, and healthcare. The investment approach emphasizes diversification and fundamental research, aiming to capture opportunities among industry leaders with strong balance sheets and stable earnings. The fund is managed by a seasoned investment team and is benchmarked against the Russell 1000 Value Index, which tracks larger U.S. companies that display value qualities. With its diversified holdings and disciplined strategy, the Harbor Large Cap Value Fund Investor Class plays a significant role in portfolios seeking participation in the performance of major U.S. companies while maintaining a focus on value investing principles.
Fund Family Harbor Capital Advisors Inc
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HILVX
Share Class Investor Class
Index Russell 1000 Value TR
HILVX had a total return of 7.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.44%.
