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Morningstar

Harding Loevner Global Equity Advisor HLMGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.97  /  0.03 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Above Average
Longest Manager Tenure
19.75 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
59%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 11:45 PM GMT+00:00

Morningstar’s Fund Analysis HLMGX

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

People Pillar

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

Still appealing all things considered.

Senior Analyst

Summary

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Harding Loevner Global Equity still has a strong parent and personnel. But its Process rating has been lowered to Average from Above Average for various reasons, so the separate account’s Morningstar Analyst Rating drops to Bronze from Silver, while the mutual fund’s three share classes stay at Bronze.

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