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.
Harding Loevner Global Equity Instl Z HLGZX
- NAV / 1-Day Return 39.83 / +0.53 %
- Total Assets 966.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 10.0 Mil
- Status Open
- TTM Yield 0.40%
- Turnover 28%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0
Morningstar’s Analysis HLGZX
Will HLGZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |