Morningstar

Harding Loevner Mutual Funds

View all of Harding Loevner’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Harding Loevner Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Harding Loevner International Small Companies Portfolio InstitutionalHLMRXForeign Small/Mid Growth
10.95%121.080%Above AverageInstitutional$100,000
Harding Loevner International Equity Portfolio Institutional ClassHLMIXForeign Large Blend
15.24%50.830%AverageInstitutional$100,000
Harding Loevner International Equity Portfolio Investor ClassHLMNXForeign Large Blend
14.98%61.150%HighNo Load$5,000
Harding Loevner International Small Companies Portfolio InvestorHLMSXForeign Small/Mid Growth
10.74%141.300%AverageNo Load$5,000
Harding Loevner Global Equity Portfolio Institutional Class ZHLGZXGlobal Large-Stock Growth
6.56%410.760%Below AverageInstitutional$10M
Harding Loevner Frontier Emerging Markets Fund Institutional Class ZHLFZXDiversified Emerging Mkts
7.45%831.250%HighInstitutional$3M
Harding Loevner Institutional Emerging Markets Portfolio Class ZHLEZXDiversified Emerging Mkts
22.24%140.950%Below AverageInstitutional$5M
Harding Loevner International Small Companies Portfolio Institutional Class ZHLRZXForeign Small/Mid Growth
11.06%111.000%AverageInstitutional$5M
Harding Loevner Global Equity Portfolio Institutional ClassHLMVXGlobal Large-Stock Growth
6.54%410.860%AverageInstitutional$100,000
Harding Loevner International Equity Portfolio Institutional Class ZHLIZXForeign Large Blend
15.33%50.730%Below AverageInstitutional$10M
Harding Loevner Global Equity Portfolio Advisor ClassHLMGXGlobal Large-Stock Growth
6.23%451.090%Above AverageNo Load$5,000
Harding Loevner Institutional Emerging Markets Portfolio Class IHLMEXDiversified Emerging Mkts
22.13%151.050%Above AverageInstitutional$500,000
Harding Loevner Frontier Emerging Markets Fund Institutional ClassHLFMXDiversified Emerging Mkts
7.21%831.420%HighInstitutional$100,000
Harding Loevner Frontier Emerging Markets Fund Investor ClassHLMOXDiversified Emerging Mkts
6.98%841.750%HighNo Load$5,000

Harding Loevner Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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