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Harding Loevner Global Equity Inst (HLMVX)

33.73
+0.13
+(0.39%)
At close: 8:01:05 PM EDT

Fund Summary

The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio 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 both inside and 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.

Harding Loevner Global Equity Inst

Chicago, IL 60680-4766
P.O. Box 4766
877-435-8105

Fund Overview

Category World Large-Stock Growth
Fund Family Harding Loevner
Net Assets 519.34M
YTD Return -1.86%
Yield 0.34%
Morningstar Rating
Inception Date Nov 03, 2009

Fund Operations

Last Dividend 0.15
Last Cap Gain 51.00
Holdings Turnover 27.00%
Average for Category --

Fees & Expenses

Expense HLMVX Category Average
Annual Report Expense Ratio (net) 0.86% 1.12%
Prospectus Net Expense Ratio 0.86% --
Prospectus Gross Expense Ratio 0.87% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.26%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sean Contant is a portfolio manager of the Global Equity strategy, and an Industrials Partner analyst. Sean Contant has over 10 years of industry experience and began his career at Harding Loevner in 2011 as an investment Associate. He became a research associate in 2012 and Associate Analyst in 2014. Sean was added to the portfolio management teams of the Global Equity in 2024. Sean graduated from University of Massachusetts College with a BBA in Finance and Operations Management and is a CFA® charter holder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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