About HLEZX
Harding Loevner Institutional Emerging Markets Portfolio Class Z is a mutual fund specializing in equity investments across global emerging markets. Managed by Harding Loevner, the fund seeks long-term capital appreciation by selecting high-quality, growing companies that derive a substantial portion of their revenues or assets from countries classified as emerging markets. These markets typically offer unique growth opportunities but also present higher volatility and risks related to political and economic instability, currency fluctuations, and less mature regulatory environments compared to developed markets.
The fund employs a diversified approach, spreading investments across a broad range of countries—primarily in Asia and Latin America—and sectors, including information technology, financials, consumer discretionary, and industrials. Class Z shares are intended for institutional investors and require a high minimum initial investment, while offering the lowest expense ratio among available share classes—enhancing appeal for large-scale investors seeking cost efficiency.
By providing access to companies poised for growth in developing regions, this portfolio plays a significant role in helping institutional investors diversify their global equity exposure and participate in the long-term evolution of emerging markets.
Fund Family Harding Loevner
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HLEZX
Share Class Institutional Class Z
Index MSCI EM (Emerging Markets) NR USD
HLEZX had a total return of 30.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.42%.
