HLIZX – Harding Loevner International Eq Instl Z Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks long-term capital appreciation. The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. It normally 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 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. The fund normally holds investments across at least 15 countries.

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
HLMNX	Harding Loevner International Equity Portfolio Investor Class	No Load	Open			Sep 30, 2005	$148.30M	1.150%	High	$5,000	−$28.42M
HLMIX	Harding Loevner International Equity Portfolio Institutional Class	Institutional	Open			May 11, 1994	$10.02B	0.830%	Average	$100,000	−$1.43B
HLIZX	Harding Loevner International Equity Portfolio Institutional Class Z	Institutional	Open			Jul 17, 2017	$2.42B	0.730%	Below Average	$10M	−$596.86M

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