About HLMGX
The Harding Loevner Global Equity Portfolio Advisor Class is an actively managed mutual fund focused on seeking long-term capital appreciation by investing in equity securities of high-quality, durable-growth companies worldwide. Employing a bottom-up research process, the fund selects companies that are well-managed, financially strong, and possess distinct competitive advantages. Its portfolio spans both developed and emerging markets, offering broad global diversification across sectors such as technology, healthcare, consumer discretionary, and industrials. Notable holdings often include leading multinational firms such as Meta Platforms, Alphabet, Microsoft, and Amazon.com. Dedicated to fundamental analysis, the investment team emphasizes purchasing shares at reasonable valuations to balance growth potential with risk. Since its inception in 1996, the fund has served investors looking for exposure to global large-cap growth equities, with a moderate portfolio turnover and an above-average expense profile compared to peers. This fund plays a significant role for investors seeking diversified international equity exposure through a disciplined, research-driven approach to growth investing.
Fund Family Harding Loevner
Category Global Multi-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HLMGX
Share Class Advisor
Index MSCI AC World NR USD
HLMGX had a total return of 8.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.45%.
