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Morningstar

Harding Loevner International Eq Instl Z HLIZX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 25.26  /  +0.16 %
  • Total Assets 13.9 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield 2.01%
  • Turnover 18%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis HLIZX

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

  • People Pillar

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

Less compelling than before but still appealing.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Harding Loevner International Equity retains its Above Average People rating after alterations to its management team, but its Process rating drops to Above Average from High owing to reduced confidence in its approach.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings HLIZX

More HLIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
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