HAVLX Mutual Fund
HAVLX Mutual Fund
HAVLX Mutual Fund
Harbor Large Cap Value Fund Insti Cl
HAVLX Mutual Fund Overview
HAVLX Mutual Fund (Harbor Large Cap Value Fund Insti Cl) is managed by Harbor Funds with $347.4M in net assets. HAVLX expense ratio is 0.69%, holding 45 positions across sectors including Information Technology, Consumer Discretionary, Materials. Inception date: 1987-12-29.
HAVLX performance shows a YTD return of 3.90%. The 1-year return is 8.95% and the 5-year return is 6.04%. HAVLX dividend yield stands at 20.71%, paid quarterly.
HAVLX top holdings include Microsoft Corp (3.3%), Amgen Inc. (2.5%), Total Se (2.5%), Atmos Energy Corp (2.3%), Sony Corp (2.2%). Go to all HAVLX holdings, HAVLX sectors, or HAVLX dividends.
HAVLX can be compared against other funds. Use HAVLX overlap to find shared positions, or HAVLX vs another fund for a side-by-side view. HAVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.