HLMEX – Harding Loevner Instl Emerg Mrkts I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in companies that are based in emerging and frontier markets. It normally holds investments across at least 15 countries. The fund invests at least 80% of its net assets in emerging markets securities, which includes frontier markets securities, and investment companies that invest in the types of securities in which the Portfolio would normally invest. It invests at least 65% of its total assets in common stocks, preferred stocks, rights and warrants issued by companies.

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
HLMEX	Harding Loevner Institutional Emerging Markets Portfolio Class I	Institutional	Open			Oct 17, 2005	$504.28M	1.050%	Above Average	$500,000	−$235.12M
HLEZX	Harding Loevner Institutional Emerging Markets Portfolio Class Z	Institutional	Open			Mar 5, 2014	$8.06M	0.950%	Below Average	$5M	−$12.41M

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