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Morningstar

Harding Loevner Emer Mkt ex Chn Instl HLXCX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 10.76  /  +0.09 %
  • Total Assets 3.7 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.63%
  • Turnover 25%

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

Morningstar’s Analysis HLXCX

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

  • People Pillar

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

Harding Loevner Emer Mkt ex Chn Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HLXCX

More HLXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.66 219,070
Technology

Samsung Electronics Co Ltd DR

5.26 203,594
Technology

HDFC Bank Ltd

4.25 164,319
Financial Services

Tata Consultancy Services Ltd

4.23 163,483
Technology

Emaar Properties PJSC

3.74 144,578
Real Estate

Northern Institutional Treasury Premier

3.38 130,771
Cash and Equivalents

Maruti Suzuki India Ltd

3.37 130,258
Consumer Cyclical

Airtac International Group

3.17 122,487
Industrials

Fomento Economico Mexicano SAB de CV ADR

3.09 119,588
Consumer Defensive

Globant SA

2.72 105,190
Technology