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Haverford Mutual Funds List

Here you can find all mutual funds issued by Haverford and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
0.80%
Avg. 1 Year Return
15.67%
Avg. 5 Year Return
8.83%
Median Risk/Return Score
31 / 100
Haverford Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Haverford Quality Growth Stock FundLarge Cap Blend EquitiesJun 30, 20040.80%
2.09%
11.52%
8.09%
31

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Explore top Haverford Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Haverford Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Haverford Quality Growth Stock Fund
31
Jun 2004

Best-Performing Haverford Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Haverford Quality Growth Stock Fund
8.83%
Jun 2004

Lowest-Cost Haverford Mutual funds


SymbolNameExpense RatioAUMInception
Haverford Quality Growth Stock Fund0.80%Jun 2004

Highest-Yield Haverford Mutual funds


SymbolNameDividend YieldAUMInception
Haverford Quality Growth Stock Fund8.09%Jun 2004

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