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Harding Loevner Global Equity Inst HLMVX

Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 40.25  /  +1.28 %
  • Total Assets 971.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 28%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:58 PM GMT+0

Morningstar’s Analysis HLMVX

Will HLMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Harding Loevner Global Equity’s Team Will Remain Able After a Coming Transition; Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Harding Loevener recently announced that one of the co-lead managers of Harding Loevner Global Equity, Peter Baughan, will retire at the end of 2024 and that current comanager Richard Schmidt will take over Baughan's role on Oct. 1, 2024.

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Portfolio Holdings HLMVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.70 48.0 Mil
Technology

Meta Platforms Inc Class A

4.59 46.9 Mil
Communication Services

Schneider Electric SE

4.56 46.6 Mil
Industrials

Vertex Pharmaceuticals Inc

3.99 40.8 Mil
Healthcare

Alphabet Inc Class A

3.96 40.5 Mil
Communication Services

Amazon.com Inc

3.84 39.3 Mil
Consumer Cyclical

Thermo Fisher Scientific Inc

2.75 28.1 Mil
Healthcare

Netflix Inc

2.70 27.6 Mil
Communication Services

Deere & Co

2.55 26.1 Mil
Industrials

Alcon Inc

2.24 22.9 Mil
Healthcare