HAVLX Mutual Fund

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 47 positions across sectors including Financials, Information Technology, Materials. Inception date: 1987-12-29.

HAVLX performance shows a YTD return of 1.51%. The 1-year return is 3.53% and the 5-year return is 6.02%. HAVLX dividend yield stands at 1.34%, paid quarterly.

HAVLX top holdings include Parker-Hannifin Corp. (4.8%), Alphabet Inc. C (4.3%), Microsoft Corp (3.7%), Corteva Inc Ctva (3.5%), Capital One Financial Corp. (3.3%). 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.