HAVGX Rating, Research - Haverford Quality Growth Stock

Haverford Quality Growth Stock (havgx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 84

Threats + Weaknesses = 59

When strengths & opportunities substantially exceed threats & weaknesses an investment in the havgx mutual fund has great long term potential.

Fund Management Team

Haverford Funds

Fund Description Update

Haverford Quality Growth Stock (HAVGX) Description: HAVGX is a mutual fund, which is an investment that owns a basket of assets. The HAVGX mutual fund was provided by Haverford and this investment vehicle derives the majority of its value from equity holdings (stocks). Haverfords mutual fund has a medium management tenure and is in the small fund size classification. HAVGXs minimum initial investment amount is $2500 while the IRA minimum is $2500. HAVGXs expense ratio is roughly 1%. The latest HAVGXs front end load was 0% and the back end load was 0%. The Haverford Quality Growth Stock (HAVGX) mutual fund falls under the large-cap mixed category. HAVGX focuses its investments in USA and HAVGX is not affiliated with a particular industry or fund sector. The Haverford Quality Growth Stock (HAVGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HAVGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HAVGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests primarily in equity securities (see equity research) that offer the potential for capital growth. It may invest in issuers of any size, allowing the manager flexibility to identify investment opportunities. The fund may invest up to 25% of net assets in foreign securities. It is non-diversified.


Management Analysis Update


Performance Analysis Update