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.
Harding Loevner Emerging Markets Advisor HLEMX
NAV / 1-Day Return
44.59
/
2.53
%
Total Assets
1.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.190%
Expense Ratio
1.190%
Fee Level
Average
Longest Manager Tenure
15.49
years
Category
Diversified Emerging Mkts
Investment Style
Large BlendMin. Initial Investment
5,000
Status
Open
TTM Yield
0.70%
Turnover
15%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
