Harbor Large Cap Value Fund Institutional Class (HAVLX) Research
This fund primarily channels its investments into common and preferred shares issued by sizable corporations. Under typical market conditions, a minimum of 80% of its net assets, combined with any borrowed capital utilized for investment, is allocated to securities of such large-capitalization enterprises. The sub-advisor employs a value-oriented strategy, seeking out high-quality businesses that they believe are trading below their inherent worth in the market. Additionally, the fund has the flexibility to commit up to one-fifth of its total holdings to international companies, including those operating in nascent economies.
Market snapshot
- Symbol
- HAVLX
- Price
- $19.79
- Day change
- +0.41%
- Market cap
- $994.5M
- 52-week range
- 18.8-23.87
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
- Boston Trust Walden Small Cap Fund (BOSOX)
- BNY Mellon MidCap Index Fund Class I (DMIDX)
- JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- Royce Opportunity Fund Service Class (RYOFX)
- Touchstone Small Company Fund Class A (SAGWX)
Open Harbor Large Cap Value Fund Institutional Class (HAVLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.