HNCVX Mutual Fund
HNCVX Mutual Fund
HNCVX Mutual Fund
Harbor Ares Systematic Convertible Securities Fund Retirement Class
HNCVX Mutual Fund Overview
HNCVX Mutual Fund (Harbor Ares Systematic Convertible Securities Fund Retirement Class) is managed by Harbor Funds with $215.8M in net assets. HNCVX expense ratio is 0.63%, holding 146 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2016-03-01.
HNCVX performance shows a YTD return of 14.23%. The 1-year return is 24.30% and the 5-year return is 7.75%. HNCVX dividend yield stands at 1.96%, paid quarterly.
HNCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (2.7%), Lumentum Holdings Inc (2.3%), Boeing Co 6 10/15/2027 (2.3%), Bloom Energy Corp (1.7%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (1.6%). Go to all HNCVX holdings, HNCVX sectors, or HNCVX dividends.
HNCVX can be compared against other funds. Use HNCVX overlap to find shared positions, or HNCVX vs another fund for a side-by-side view. HNCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.