Harbor Large Cap Value Fund Institutional Class

Frequently Asked Questions About HAVLX

What does HAVLX invest in?

This fund primarily channels its investments into common and preferred shares issued by sizable corporations. Under typical market conditions, a minimum of 80% of its net assets, combined with any borrowed capital utilized for investment, is allocated to securities of such large-capitalization enterprises. The sub-advisor employs a value-oriented strategy, seeking out high-quality businesses that they believe are trading below their inherent worth in the market. Additionally, the fund has the flexibility to commit up to one-fifth of its total holdings to international companies, including those operating in nascent economies.

What is the expense ratio of HAVLX?

Harbor Large Cap Value Fund Institutional Class (HAVLX) charges an expense ratio of 0.69%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HAVLX?

Harbor Large Cap Value Fund Institutional Class (HAVLX) manages $962.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HAVLX actively managed or an index fund?

HAVLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HAVLX launched?

Harbor Large Cap Value Fund Institutional Class (HAVLX) launched in December 1987 and is managed by the fund issuer.

How has HAVLX performed?

HAVLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.