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Morningstar

Harding Loevner International Eq Instl HLMIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Harding Loevner Investment Hub

Morningstar’s Analysis HLMIX

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

People Pillar

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

An attractive core foreign holding for long-term investors.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Harding Loevner International Equity still has significant advantages over the competition. The Morningstar Analyst Rating for its separate account climbs to Gold from Silver—owing to changes in the competitive landscape in its Morningstar Category—while the mutual fund's three share classes remain at Silver.

by William Samuel Rocco
Rated on Published on

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