About HRLVX
Harbor Large Cap Value Fund Administrative Class is a mutual fund focusing on long-term total return by investing primarily in equity securities of large-cap companies. The fund predominantly acquires common and preferred stocks, with its strategy targeting established firms within the market capitalization range of the Russell 1000 Value Index. Its portfolio emphasizes value stocks—those considered undervalued relative to their intrinsic worth—and features significant exposure to sectors like technology, industrials, basic materials, financial services, consumer cyclical, and healthcare. The fund’s holdings are concentrated, with the top 10 positions accounting for over 33% of assets, including major names such as Microsoft, Parker Hannifin, and Adobe. This investment vehicle is designed for investors seeking broad, diversified access to U.S. large-cap value equities. The fund is actively managed, aiming to enhance returns through careful stock selection and portfolio management, while maintaining a low turnover rate. Harbor Large Cap Value Fund Administrative Class plays a notable role in the financial market as a tool for institutional and substantial individual investors to gain exposure to large-cap value opportunities within the U.S. equity market.
Fund Family Harbor Capital Advisors Inc
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HRLVX
Share Class Administrative Class
Index Russell 1000 Value TR
HRLVX had a total return of 13.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.28%.
