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Morningstar

Harding Loevner Instl Emerg Mkts I HLMEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.46  /  0.11 %
Total Assets
2.8 Bil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Fee Level
Above Average
Longest Manager Tenure
10.91 years
Category
Diversified Emerging Mkts
Investment Style
Large Blend
Min. Initial Investment
500,000
Status
Open
TTM Yield
1.10%
Turnover
13%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 11:45 PM GMT+00:00

Morningstar’s Fund Analysis HLMEX

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

People Pillar

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

Still an appealing source of emerging-markets exposure.

Senior Analyst

Summary

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Harding Loevner Institutional Emerging Markets will continue to enjoy significant personnel and process advantages over its rivals after the upcoming modification to its management team. This strategy retains its Above Average People rating and its High Process rating, and both its share classes retain their Morningstar Analyst Rating of Silver.

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