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Harding Loevner Global Equity Advisor HLMGX

Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 40.24  /  0.22 %
  • Total Assets 993.9 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.06%
  • Turnover 28%

Morningstar’s Analysis HLMGX

Will HLMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Harding Loevner Global Equity’s Team Remains Solid After a Comanager Departure; Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Harding Loevner recently announced that Scott Crawshaw gave up his comanager position on Harding Loevner Global Equity on Jan. 1, 2024. Crawshaw remains at the firm and continues to serve as a co-lead manager on the firm’s emerging-markets strategy and as a comanager on a couple of other strategies. Co-lead managers Peter Baughan and Jingyi Li, as well as comanagers Richard Schmidt, Christopher Mack, and Moon Surana, remain in place here, and they are all well-credentialed. The team is employing the same quality-growth process that has always been in place. For all these reasons, this strategy's pillar ratings and Morningstar Medalist Ratings are unchanged.

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Portfolio Holdings HLMGX

  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.30
43,663,375
Industrials
4.12
41,821,782
Healthcare
3.88
39,465,358
Communication Services
3.54
35,982,158
Communication Services
3.44
34,941,490
Consumer Cyclical

Northern Institutional Treasury Premier

3.10
31,454,858
Cash and Equivalents
2.73
27,759,273
Technology
2.66
27,033,211
Industrials
2.65
26,924,323
Healthcare
2.11
21,444,110
Technology