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Morningstar

Harding Loevner Intl Small Coms Instl Z HLRZX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 17.22  /  +0.23 %
  • Total Assets 509.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HLRZX

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

  • People Pillar

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

Harding Loevner Intl Small Coms Instl Z's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HLRZX

More HLRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

CyberArk Software Ltd

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Technology

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Communication Services

Megacable Holdings SAB de CV

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Communication Services

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Basic Materials

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Industrials

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Technology