Haverford Quality is trading at 26.13 as of the 4th of October 2024; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 26.01. Haverford Quality has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Haverford Quality Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2022 and ending today, the 4th of October 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. The fund focuses on U.S. listed common stocks issued by companies with large market capitalizations that the Adviser believes are quality companies with stock that offers the potential for future price appreciation.. More on Haverford Quality Growth
Haverford Quality Growth [HAVGX] is traded in USA and was established 4th of October 2024. Haverford Quality is listed under Haverford category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Haverford family. This fund currently has accumulated 305.48 M in assets under management (AUM) with minimum initial investment of 2.5 K. Haverford Quality Growth is currently producing year-to-date (YTD) return of 15.47% with the current yeild of 0.01%, while the total return for the last 3 years was 7.11%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Haverford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Haverford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Haverford Quality Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Haverford Quality Growth Mutual Fund Constituents
Other Information on Investing in Haverford Mutual Fund
Haverford Quality financial ratios help investors to determine whether Haverford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Haverford with respect to the benefits of owning Haverford Quality security.