The Haverford Quality Growth Stock Fund
The Haverford Quality Growth Stock Fund is based on our belief that high-quality growth stocks may outperform broad market indices over the entire market cycle. We focus on companies that have a long history of predictable and consistent earnings and dividend growth, A-rated balance sheets, a well-established brand, and are traded on a major U.S. exchange.
The Haverford Quality Growth Stock Fund typically contains between 25 and 35 companies diversified across a variety of economic sectors and industry groups. This fund mirrors Haverford's separately managed Quality Growth Portfolio. The desired result for investors is stability and reduced volatility, with upside potential.
It is important to note that because of Haverford’s focus on long-term fundamentals, the Quality Growth Stock Fund enjoys relatively low portfolio turnover (10–20%) and an efficient tax structure.
For more information on the Haverford Quality Growth Stock Fund, click here.
Mutual fund investing involves risk including loss of principal. To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus which may be obtained on the Fund’s website, www.haverfordfunds.com or by calling 1-866-301-7212. Please read the prospectus carefully before investing.
The Haverford Quality Stock Growth Fund is distributed by SEI Investments Distribution Co. Haverford Financial Services is adviser to the fund and is not affiliated with SEI Investments Distribution Co.