Morningstar

The Harding Loevner Global Equity Fund USD Class R

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Harding Loevner Investment Hub
  • NAV / 1-Day Return$18.63  /  +0.33%
  • Fund Size$175.9M
  • Adjusted Expense Ratio—
  • Net Expense Ratio—
  • Fee Level: DistributionBelow Average
  • Share Class Type—
  • Morningstar CategoryGlobal Large-Cap Growth Equity
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$100
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio82%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will The Harding Loevner Global Equity Fund USD Class R outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable The Harding Loevner Global Equity Fund USD Class R’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the The Harding Loevner Global Equity Fund USD Class R management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of The Harding Loevner Global Equity Fund USD Class R’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

The Harding Loevner Global Equity USD R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd GDR - Reg S

5.4110M
Technology

NVIDIA Corp

5.229M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.019M
Technology

Alphabet Inc Class A

4.137M
Communication Services

Amazon.com Inc

3.817M
Consumer Cyclical

Reinsurance Group of America Inc

2.785M
Financial Services

Meta Platforms Inc Class A

2.735M
Communication Services

Microsoft Corp

2.715M
Technology

Schneider Electric SE

2.675M
Industrials

Cash And Equivalents

2.194M
Cash and Equivalents

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.