Haverford Quality Growth Stock Fund (HAVGX) Research

Typically, this fund allocates a substantial portion—at least 80%—of its total investable capital, including any leveraged funds, into equity securities to achieve its investment objectives. Its strategy centers on U.S.-traded common stocks, specifically those issued by large-capitalization companies that the Adviser identifies as quality businesses with promising prospects for capital appreciation.

Market snapshot

Symbol
HAVGX
Price
$25.49
Day change
-0.31%
Market cap
$318.6M
52-week range
23.76-27.54
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
  • Fidelity Connecticut Municipal Incom Fund (FICNX)
  • VanEck Emerging Markets Fund (GBFAX)
  • Poplar Forest Partners Fund (IPFPX)
  • ClearBridge Mid Cap Growth Fund (LBGIX)
  • BlackRock MuniHoldings New York Quality Fund, Inc. (MHN)
  • Matthew 25 Fund (MXXVX)
  • Victory Integrity Mid-Cap Value Fund (MYIMX)

Open Haverford Quality Growth Stock Fund (HAVGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.