Harding Loevner Global Equity Portfolio Institutional Class HLMVX

Morningstar Medalist Rating
  • NAV / 1-Day Return$33.08  /  −0.72%
  • Fund Size$292.9M
  • Adjusted Expense Ratio0.860%
  • Net Expense Ratio0.850%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.51%
  • Turnover Ratio30%

Morningstar’s Analysis HLMVX

Will HLMVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harding Loevner Global Equity Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings HLMVX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.2518M
Technology

NVIDIA Corp

5.1617M
Technology

Alphabet Inc Class A

4.0914M
Communication Services

Samsung Electronics Co Ltd GDR - Reg S

3.8713M
Technology

Amazon.com Inc

3.7513M
Consumer Cyclical

Reinsurance Group of America Inc

2.8310M
Financial Services

Northern Institutional Treasury Premier

2.789M
Cash and Equivalents

Meta Platforms Inc Class A

2.729M
Communication Services

Schneider Electric SE

2.699M
Industrials

Microsoft Corp

2.659M
Technology

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