HLMGX : Harding Loevner Global Equity Portfolio Advisor Class

HLMGX is a Allocation Market Total World with MODERATE fees.

HLMGX

Harding Loevner Global Equity Portfolio Advisor Class

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

48% FI Score
  • hlmgx
  • Mutual Fund
  • Allocation
  • Total World

Harding Loevner Global Equity Portfolio Advisor Class

Expenses: 1.12% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

Largest Holdings

Amount Holding
4.31% PayPal Holdings Inc
3.88% Vertex Pharmaceuticals Inc
3.06% Lonza Group Ltd
3.03% Alphabet Inc A
2.85% Roper Technologies Inc
2.78% AIA Group Ltd
2.59% Verisk Analytics Inc
2.56% Illumina Inc
2.41% Symrise AG
2.41% Facebook Inc A
2.35% First Republic Bank
2.35% Apple Inc
2.29% NVIDIA Corp
2.28% Mastercard Inc A
2.18% Booking Holdings Inc
2.12% Alibaba Group Holding Ltd ADR
1.91% Keyence Corp
1.89% Nike Inc B
1.71% Linde PLC
1.70% Exxon Mobil Corp
1.65% Microsoft Corp
1.57% Baidu Inc ADR
1.55% Nestle SA ADR
1.44% Sysmex Corp
1.42% Yandex NV Shs Class-A-

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