HLMNX - Harding Loevner International Eq Inv

Nasdaq - Nasdaq Delayed price. Currency in USD

Harding Loevner International Eq Inv

Harding, Loevner Funds, Inc. c/o The Northern Trust Company

P.O. Box 4766

Chicago, IL 60680-4766

Management information
Ferrill Roll,Lead manager since 30 October 2004
Patrick Todd is a portfolio manager of the International Equity strategy and a Health Care and Real Estate analyst. Patrick joined Harding Loevner in 2012 and has over 11 years of industry experience. He previously worked at Gabelli & Company as a research analyst, Ironbound Capital as a research analyst, and Merrill Lynch Investment Managers as a portfolio specialist. Patrick holds a BA in Biochemical Sciences from Harvard University and an MBA in Applied Value Investing from Columbia Business School. He is also a CFA® charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Growth
Fund familyHarding Loevner
Net assets15.29B
YTD return-4.75%
Morningstar rating★★★
Inception date29 Sep 2005

Fund operations

Last dividend0.30
Last cap gain0.00
Holdings turnover30.00%
Average for categoryN/A

Fees and expenses

ExpenseHLMNXCategory average
Annual report expense ratio (net)1.13%1.11%
Prospectus net expense ratio1.13%N/A
Prospectus gross expense ratio1.13%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.34%
Max deferred sales loadN/A1.35%
3-yr expense projection359N/A
5-yr expense projection622N/A
10-yr expense projection1,375N/A
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