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
- 11.82%
- Avg. 5 Year Return
- 8.63%
- Median Risk/Return Score
- 34 / 100
Haverford Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Haverford Quality Growth Stock Fund | Quality Factor, Large Cap Blend Equities | Jun 30, 2004 | 0.80% | 5.34% | 11.65% | 7.84% | 34 |
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.
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5 Years
Best Haverford Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Haverford Quality Growth Stock Fund | 34 | — | Jun 2004 |
Best-Performing Haverford Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Haverford Quality Growth Stock Fund | 8.63% | — | Jun 2004 |
Lowest-Cost Haverford Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Haverford Quality Growth Stock Fund | 0.80% | — | Jun 2004 |
Highest-Yield Haverford Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Haverford Quality Growth Stock Fund | 7.84% | — | Jun 2004 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.