About HLGZX
Harding Loevner Funds, Inc. - Global Equity Portfolio Institutional Class Z is a mutual fund focused on delivering long-term capital appreciation through a diversified investment approach. Managed by Harding Loevner LP, the portfolio invests globally, targeting high-quality growth companies across developed, emerging, and frontier markets. The fund maintains a broad mandate, holding securities from at least 15 countries and allocating at least 80% of its assets to common stocks, preferred stocks, rights, warrants, and securities convertible into those assets. It employs a bottom-up stock selection process, combining fundamental and quantitative analysis. Additionally, the fund emphasizes investments in companies with socially conscious practices that promote environmental responsibility. Institutional Class Z is distinguished by its lowest expense ratio among the fund’s share classes, catering mainly to large institutional investors due to its high minimum investment requirement. The portfolio's sector allocation is diversified, reflecting its benchmark, the MSCI All Country World Index, and its holdings span technology, healthcare, consumer, and other key industries, highlighting its role as a global large-cap growth equity vehicle in the financial markets.
Fund Family Harding Loevner
Category Global Multi-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HLGZX
Share Class Institutional Class Z
Index MSCI AC World NR USD
HLGZX had a total return of 8.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
