Harbor Large Cap Fund Quote
| HRLVX Fund | USD 24.74 0.01 0.04% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Harbor Large is trading at 24.74 as of the 29th of November 2024; that is 0.04 percent down since the beginning of the trading day. The fund's open price was 24.75. Harbor Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Harbor Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. 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
| 0.87 | HICSX | Harbor Vertible Secu | PairCorr |
| 0.64 | HIIGX | Harbor International | PairCorr |
| 0.9 | HIMGX | Harbor Mid Cap | PairCorr |
| 0.96 | HIMVX | Harbor Mid Cap | PairCorr |
Moving against Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Value Funds, Large Blend Funds, Large Blend, Harbor (View all Sectors) |
| Update Date | 30th of September 2024 |
Harbor Large Cap [HRLVX] is traded in USA and was established 29th of November 2024. 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 1.05 B in assets under management (AUM) with no minimum investment requirementsHarbor Large Cap is currently producing year-to-date (YTD) return of 15.81% with the current yeild of 0.01%, while the total return for the last 3 years was 5.65%.
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
| ABBV | AbbVie Inc | Stock | Health Care | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| MLM | Martin Marietta Materials | Stock | Materials | |
| PSX | Phillips 66 | Stock | Energy | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials |
Harbor Large Cap Risk Profiles
| Mean Deviation | 0.5601 | |||
| Semi Deviation | 0.5845 | |||
| Standard Deviation | 0.7394 | |||
| Variance | 0.5468 |
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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