HAVLX Rating, Research - Harbor Large Cap Value Instl

Harbor Large Cap Value Instl (havlx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 141

Threats + Weaknesses = 96

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

Fund Management Team

Fund Description Update

Harbor Large Cap Value Instl (HAVLX) Description: HAVLX is a mutual fund, which is an investment that owns a basket of assets. The HAVLX mutual fund was provided by Harbor and this investment vehicle derives the majority of its value from equity holdings (stocks). Harbors mutual fund has a medium management tenure and is in the average fund size classification. HAVLXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HAVLXs expense ratio is roughly 1%. The latest HAVLXs front end load was 0% and the back end load was 0%. The Harbor Large Cap Value Instl (HAVLX) mutual fund falls under the large-cap value category. HAVLX focuses its investments in USA and HAVLX is not affiliated with a particular industry or fund sector. The Harbor Large Cap Value Instl (HAVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HAVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HAVLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in Latin American companies. It invests in at least four countries at any time. The fund may purchase the stocks (see stock research) of companies of any size. It expects to make substantially all of its investments in common stocks (see stock research) of companies located (or with primary operations) in the countries of Argentina, Brazil, Chile, Colombia, Mexico, Peru, and Venezuela. The funds non-diversified.

Management Analysis Update

Performance Analysis Update