Advertisement
Skip to Content
Morningstar

Harding Loevner Emerging Markets Advisor HLEMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 44.20  /  0.78 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 33%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis HLEMX

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

People Pillar

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

Still an appealing source of emerging-markets exposure.

Senior Analyst

Summary

| by William Samuel Rocco

Harding Loevner Emerging Markets will continue to enjoy significant personnel and process advantages over its rivals after the upcoming modification to its management team. Thus, this strategy retains its Above Average People rating, its High Process rating and its Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor