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Morningstar

Haverford

Haverford Parent Rating

Average
Morningstar Manager Research

Haverford's track record as a steward is mixed, leading to an Average Parent Pillar rating.

An area of strength at Haverford is its tenured portfolio management team, which boasts 22 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. Portfolio manager turnover at Haverford has been low over the past five years, building confidence that the firm is working to establish a stable and engaging culture.

Haverford Investments

Mutual Funds

See All Haverford Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

313.85 Mil

Investment Flows (TTM)

−18.89 Mil

Asset Growth Rate (TTM)

−6.46%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Haverford Quality Growth Stock88
View All 5-Star Standouts

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