HAVGX : Haverford Quality Growth Stock Fund

HAVGX is a US Stocks Market Large Blend with MODERATE fees.

HAVGX

Haverford Quality Growth Stock Fund

FI Score

43 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

43% FI Score
  • havgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Haverford Quality Growth Stock Fund

Expenses: 0.81% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% 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.

Largest Holdings

Amount Holding
6.31% Mastercard Inc A
6.04% Apple Inc
5.30% Accenture PLC Class A
5.06% JPMorgan Chase & Co
5.04% Comcast Corp Class A
4.83% PepsiCo Inc
4.62% UnitedHealth Group Inc
4.54% TJX Companies Inc
4.33% CVS Health Corp
4.06% BlackRock Inc
3.69% Microsoft Corp
3.52% United Technologies Corp
3.44% The Walt Disney Co
3.42% Lowe's Companies Inc
3.14% Johnson & Johnson
2.79% Truist Financial Corp
2.65% Becton, Dickinson and Co
2.57% Oracle Corp
2.48% DuPont de Nemours Inc
2.39% FedEx Corp
2.34% Baxter International Inc
2.14% Coca-Cola Co
2.08% Honeywell International Inc
1.92% Air Products & Chemicals Inc
1.87% Medtronic PLC

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo