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Morningstar

Harding Loevner Global Equity Inst HLMVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 34.48  /  1.51 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:36 PM GMT+00:00

Morningstar’s Analysis HLMVX

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

People Pillar

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

Still appealing all things considered.

Senior Analyst

Summary

| by William Samuel Rocco

Harding Loevner Global Equity still has a strong parent and personnel. But its Process rating has been lowered to Average from Above Average for various reasons, so the separate account’s Morningstar Analyst Rating drops to Bronze from Silver, while the mutual fund’s three share classes stay at Bronze.

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