HILVX : Harbor Large Cap Value Fund Investor Class

HILVX is a US Stocks Market Large Blend with HIGH fees.

HILVX

Harbor Large Cap Value Fund Investor Class

FI Score

45 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

45% FI Score
  • hilvx
  • Mutual Fund
  • US Stocks
  • Large Blend

Harbor Large Cap Value Fund Investor Class

Expenses: 1.06% (Better than 0% 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 total return. The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadviser focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadviser believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Largest Holdings

Amount Holding
4.88% Microsoft Corp
4.57% Adobe Inc
4.15% Danaher Corp
3.93% Ansys Inc
3.52% Amgen Inc
3.26% PayPal Holdings Inc
3.00% Cabot Oil & Gas Corp Class A
2.97% Sony Corp ADR
2.89% Medtronic PLC
2.80% Coca-Cola Co
2.71% Bank of America Corp
2.62% Microchip Technology Inc
2.52% Allegion PLC
2.52% Corteva Inc
2.45% Oshkosh Corp
2.44% JPMorgan Chase & Co
2.34% Xylem Inc
2.34% Alcon Inc
2.33% Martin Marietta Materials Inc
2.30% Novartis AG ADR
2.15% Tyson Foods Inc Class A
2.12% Parker Hannifin Corp
2.09% Ameriprise Financial Inc
2.05% The Home Depot Inc
2.03% General Dynamics Corp

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