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Morningstar

Harding Loevner Chinese Equity Instl HLMCX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 5.10  /  0.00
  • Total Assets 2.9 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.75%
  • Turnover 24%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HLMCX

Will HLMCX outperform in 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 HLMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HLMCX 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 HLMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Harding Loevner Chinese Equity Instl's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HLMCX

More HLMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

6.46 179,514
Communication Services

Trip.com Group Ltd

4.76 132,219
Consumer Cyclical

Shanghai Friendess Electronic Technology Corp Ltd Class A

4.23 117,436
Technology

Alibaba Group Holding Ltd Ordinary Shares

3.61 100,175
Consumer Cyclical

Airtac International Group

3.28 90,990
Industrials

TravelSky Technology Ltd Class H

3.27 90,955
Technology

Contemporary Amperex Technology Co Ltd Class A

3.23 89,832
Industrials

NetEase Inc Ordinary Shares

3.22 89,362
Communication Services

Inner Mongolia Yili Industrial Group Co Ltd Class A

3.02 83,917
Consumer Defensive

Haitian International Holdings Ltd

2.83 78,563
Industrials