Moon Surana joined this world large stock growth strategy’s management team as a comanager in January 2022. Surana has a good resume. She joined Harding Loevner in 2009, and she has served as a manager on Harding Loevner International Equity Research HLIRX for six years, and as a manager on Harding Loevner Global Equity Research HLRGX and Harding Loevner Emerging Markets Research HLREX for five years. She also covers financial stocks as an analyst.
Harding Loevner Global Equity Inst HLMVX
NAV / 1-Day Return
40.97
/
0.21
%
Total Assets
1.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
18.90
years
Category
World Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
59%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Harding Loevner Global Equity Adds to Its Management Team; Ratings Unchanged
