Harbor Large Cap Fund Quote
| HAVLX Fund | USD 22.79 0.01 0.04% |
PerformanceSolid
| Odds Of DistressLow
|
Harbor Large is trading at 22.79 as of the 21st of July 2025; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 22.78. Harbor Large has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
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 percent of its net assets, plus borrowings for investment purposes, in securities of large cap companies. More on Harbor Large Cap
Moving together with Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Value Funds, Large Blend Funds, Large Blend, Harbor, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Harbor Large Cap [HAVLX] is traded in USA and was established 21st of July 2025. Harbor Large is listed under Harbor category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Harbor family. This fund currently has accumulated 1.92 B in assets under management (AUM) with minimum initial investment of 50 K. Harbor Large Cap is currently producing year-to-date (YTD) return of 5.97% with the current yeild of 0.01%, while the total return for the last 3 years was 12.09%.
Check Harbor Large Probability Of Bankruptcy
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 Harbor 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 Harbor 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 Harbor Large Cap 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 Harbor Large Cap Mutual Fund Constituents
| AMP | Ameriprise Financial | Stock | Financials | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| PSX | Phillips 66 | Stock | Energy | |
| BAX | Baxter International | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary |
Harbor Large Cap Risk Profiles
| Mean Deviation | 0.6494 | |||
| Semi Deviation | 0.678 | |||
| Standard Deviation | 0.8718 | |||
| Variance | 0.7601 |
Harbor Large Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Large financial ratios help investors to determine whether Harbor 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 Harbor with respect to the benefits of owning Harbor Large security.
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