Haverford Quality Growth Stock Fund

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The Haverford Quality Growth Stock Fund seeks long-term growth of capital by investing in stocks of 25-35 companies diversified across economic sectors and industry groups, with a low initial investment and the ability to add contributions at any time without fees or commissions*.

*There may be expenses associated with investing in the fund.

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Investment Philosophy

Our process seeks to generate premium returns over full market cycles. This process is driven by a core belief that:

  • High-quality companies provide superior returns with less risk.

  • Dividend-paying companies provide superior returns with less risk.

  • Stock prices follow earnings.

  • Unnecessary portfolio turnover destroys value.

  • Appropriate diversification lowers risk.

Investment Process

We consistently adhere to a disciplined investment process that primarily focuses on the following investment criteria:

  • Financial strength and stability

  • Consistent and predictable earnings growth

  • Regular and growing dividends

  • Large market capitalization

  • Brand strength and market dominance

  • U.S. exchange listed

Check the background of SIDCO on FINRA’s BrokerCheck.

Notes

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 full or summary 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.

Mutual fund investing involves risk including loss of principal. There is no guarantee that the Fund will achieve its stated objectives.

The Haverford Quality Stock Growth Fund is distributed by SEI Investments Distribution Co. (SIDCO) 1 Freedom Valley Drive, Oaks, PA 19456. Haverford Financial Services is adviser to the fund and is not affiliated with SEI Investments Distribution Co.

Haverford Financial Services, Inc.: Haverford Financial Services, Inc. is an SEC registered investment advisor and the advisor to the Haverford Quality Growth Stock Fund (HAVGX). Haverford is a privately owned and operated company. Haverford employs a timetested investment philosophy and process which has remained unchanged since the Firm’s inception.

Disclosure

The S&P 500 Index consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market value weighted index (stock price times number of shares outstanding), with each stock’s weight in the index proportionate to its market value. Individuals cannot invest directly in an index.