tiprankstipranks
HNCVX
Harbor Convertible Securities Fund - Retirement Class

HNCVX Mutual Fund Price & Analysis

HNCVX is a retirement class mutual fund that focuses on convertible securities. This fund, managed by Harbor Funds, aims to provide investors with a balanced portfolio of convertible bonds and stocks. Convertible securities are a type of hybrid investment that can be converted into common stock, providing potential for both income and capital appreciation. The retirement class designation indicates that this fund is specifically designed for long-term investors who are planning for their retirement. With a ticker symbol of HNCVX, this mutual fund offers investors the opportunity to diversify their portfolio and potentially benefit from the unique characteristics of convertible securities.

HNCVX Mutual Fund Chart & Stats

Previous Close$10.94
Sub-CategoryConvertible Bonds and Debt
Total Liabilities268.22K
Expense Ratio0.63%
Holding Count121
Brandharbor funds
0.37 (3.4%)
CategoryFixed-Income
Total Assets24.57M
Shares OutstandingN/A
52-Week Range$9.16 - $10.94

Top 10 Holdings

Name
Weight %
WFC.PRL
WELLS FARGO & COMPANY
2.59%
USD_CASH
ROYAL CARIBBEAN CRUISES
2.35%
USD_CASH
ATI INC
1.59%
USD_CASH
AIRBNB INC
1.52%
USD_CASH
DISH NETWORK CORP
1.51%
USD_CASH
GRANITE CONSTRUCTION INC
1.45%
USD_CASH
WELLTOWER OP LLC
1.39%
USD_CASH
UBER TECHNOLOGIES INC
1.39%
NEE.PRR
NEXTERA ENERGY INC
1.37%
USD_CASH
AFFIRM HOLDINGS INC
1.37%
Total16.52%

Recently Viewed

What's Included in PREMIUM?
Make informed decisions based on Top Analysts' activity
Know what industry insiders are buying
Get actionable alerts from top Wall Street Analysts
Find out before anyone else which stock is going to shoot up
Get powerful stock screeners & detailed portfolio analysis