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Morningstar

Harding Loevner Global Equity Advisor HLMGX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 39.60  /  −0.13 %
  • Total Assets 979.5 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • 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%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis HLMGX

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

  • People Pillar

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

Harding Loevner Global Equity’s Team Will Remain Able After a Coming Transition; Ratings Unchanged

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Harding Loevener recently announced that one of the co-lead managers of Harding Loevner Global Equity, Peter Baughan, will retire at the end of 2024 and that current comanager Richard Schmidt will take over Baughan's role on Oct. 1, 2024.

by William Samuel Rocco
Published on

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Portfolio Holdings HLMGX

More HLMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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