HLGZX – Harding Loevner Global Equity Instl Z Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HLMGX	Harding Loevner Global Equity Portfolio Advisor Class	No Load	Open			Nov 29, 1996	$13.05M	1.090%	Above Average	$5,000	−$5.97M
HLMVX	Harding Loevner Global Equity Portfolio Institutional Class	Institutional	Open			Nov 3, 2009	$243.82M	0.860%	Average	$100,000	−$118.28M
HLGZX	Harding Loevner Global Equity Portfolio Institutional Class Z	Institutional	Open			Aug 1, 2017	$78.87M	0.760%	Below Average	$10M	−$143.80M

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