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Harding Loevner International Eq Instl (HLMIX)

26.47 -0.19 (-0.71%)
At close: 8:06 AM EST
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DELL
  • Previous Close 26.66
  • YTD Return 5.39%
  • Expense Ratio 0.82%
  • Category Foreign Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 13.15B
  • Beta (5Y Monthly) 1.11
  • Yield 1.86%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.52
  • Inception Date May 11, 1994

The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. It normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund normally holds investments across at least 15 countries.

Harding Loevner

Fund Family

Foreign Large Growth

Fund Category

13.15B

Net Assets

1994-05-11

Inception Date

Performance Overview: HLMIX

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Trailing returns as of 11/20/2024. Category is Foreign Large Growth.

YTD Return

HLMIX
5.39%
Category
7.01%
 

1-Year Return

HLMIX
22.10%
Category
34.50%
 

3-Year Return

HLMIX
0.94%
Category
13.81%
 

5-Year Return

HLMIX
6.10%
Category
13.83%
 

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Holdings: HLMIX

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Top 10 Holdings (30.93% of Total Assets)

SymbolCompany% Assets
TSM
Taiwan Semiconductor Manufacturing Company Limited 3.78%
NTPXX
Northern Institutional Funds - Treasury Portfolio 3.40%
D05.SI
DBS Group Holdings Ltd 3.28%
4519.T
Chugai Pharmaceutical Co., Ltd. 3.09%
HLN.L
Haleon plc 3.01%
ALV.DE
Allianz SE 3.01%
HDB
HDFC Bank Limited 2.98%
SHEL.L
Shell plc 2.85%
SU.PA
Schneider Electric S.E. 2.79%
SMSN
SMSN 2.74%

Sector Weightings

SectorHLMIX
Healthcare   18.00%
Technology   15.84%
Industrials   14.67%
Energy   2.95%
Utilities   0.64%
Real Estate   0.00%

Recent News: HLMIX

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Research Reports: HLMIX

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