Mutual funds · Allocation · ranked #2 of 57
HLAFX
Harwell Balanced Fund
$62.45-0.27% todayNAV · updates once a day
Composite score model v1.0
Why 74: A record of beating its benchmark and a long-tenured manager.
74
Beats benchmark 25%81
Cost 25%69
Stability 20%68
Momentum 15%76
Manager tenure 15%79
Each factor is ranked 0–100 against the rest of the Mutual funds board, then weighted. Scores compare assets within this board only.
Track record
Trading since2010
1Y+23.1%
3Y ann.+3.4%
5Y ann.+2.5%
1Y volatility11.9%
Max drawdown-16%
Expense ratio0.38%
Calendar-year returns
2026 YTD+19%
2025-3%
20240%
2023-2%
2022-4%
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Holders, insiders and news Pro
Notable holders (13F), insider trades (Form 4) from SEC EDGAR, and AI tone-tagged headlines from the licensed news wire appear here once the data pipeline is connected.