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Morningstar

Harding Loevner Intl Small Coms Inv HLMSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.25  /  0.92 %
  • Total Assets 555.7 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.300%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 24%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:53 PM GMT+00:00

Morningstar’s Analysis HLMSX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Harding Loevner Intl Small Coms Inv's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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