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Haverford Quality Growth Stock HAVGX

Quantitative rating as of
  • NAV / 1-Day Return 22.45  /  1.35 %
  • Total Assets 297.2 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.90%
  • Turnover 12%

Morningstar’s Analysis HAVGX

Will HAVGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Haverford Quality Growth Stock's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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