Harding Loevener recently announced that one of the co-lead managers of Harding Loevner Global Equity, Peter Baughan, will retire at the end of 2024 and that current comanager Richard Schmidt will take over Baughan's role on Oct. 1, 2024.
Harding Loevner Global Equity Inst HLMVX
- NAV / 1-Day Return 42.39 / +0.26 %
- Total Assets 1.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.900%
- 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 0.31%
- Turnover 28%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 11:55 PM GMT+0
Morningstar’s Analysis HLMVX
Will HLMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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