Harbor Large Cap Value Fund (HILVX) Research
The Harbor Large Cap Value Fund primarily allocates its capital to equity instruments, particularly common and preferred shares of large-capitalization companies. A cornerstone of its investment approach dictates that, under normal market conditions, at least 80% of its net assets (inclusive of any borrowed funds for investment) will be committed to securities of such sizable firms. The Subadviser focuses on identifying high-quality businesses that, in their evaluation, the market has priced below their intrinsic value. Additionally, the fund maintains the option to invest up to 20% of its total assets in foreign-issued securities, including those originating from or operating within emerging markets.
Market snapshot
- Symbol
- HILVX
- Price
- $20.12
- Day change
- +0.40%
- Market cap
- $981.7M
- 52-week range
- 19.11-24.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Goldman Sachs Small/Mid Cap Growth Fund (GTMUX)
- Hartford Checks and Balances Fund (HCKAX)
- Transamerica Multi-Managed Balanced Fund (IBALX)
- Transamerica Capital Growth Fund (ILLLX)
- Janus Henderson High-Yield Fund (JDHCX)
- Janus Henderson High-Yield Fund (JDHYX)
- Janus Henderson High-Yield Fund (JHYFX)
- BNY Mellon MidCap Index Fund (PESPX)
Open Harbor Large Cap Value Fund (HILVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.