About HLIDX
The Harding Loevner International Developed Markets Equity Portfolio Institutional Class is an open-end mutual fund focused on long-term capital appreciation. This portfolio invests primarily in high-quality, growing companies domiciled in developed markets outside the United States, providing investors with diversified exposure to global equities beyond the US landscape. The fund utilizes a disciplined, bottom-up research process to identify growth and value opportunities across a broad range of sectors, such as financial services, healthcare, industrials, energy, and technology. Its holdings typically include large-cap companies, with the top ten making up a significant portion of the portfolio’s assets.
Designed to capture the performance of major international markets, the fund benchmarks itself against the MSCI World ex US Index, emphasizing both fundamental and quantitative analysis in stock selection. The strategy also incorporates environmental and socially conscious considerations, seeking companies that demonstrate responsible business practices. With an institutional share class, the fund is tailored for organizations or investors seeking professional management and global diversification through developed market equities.
Fund Family Harding Loevner
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HLIDX
Share Class Institutional Class
HLIDX had a total return of 22.18% in the past year, including dividends.
Since the fund's inception, the average annual return has been 16.36%.
