About HLMVX
The Harding Loevner Global Equity Portfolio Institutional Class is an actively managed mutual fund designed to provide broad exposure to high-quality, growth-oriented companies across global markets. As a global large-stock growth fund, it invests in a diverse mix of both developed and emerging market equities, with a focus on firms demonstrating durable growth characteristics identified through bottom-up fundamental research. The portfolio is relatively concentrated, typically holding around 60 securities, allowing for meaningful positions in its highest-conviction ideas. Its investment approach incorporates companies from sectors such as technology, healthcare, consumer cyclical, and industrials, reflecting wide geographic and industry reach. The Institutional Class is tailored for investors able to meet a higher minimum investment and benefits from a lower expense ratio compared to other share classes. This fund plays a significant role for investors seeking international diversification and exposure to leading global businesses beyond the U.S. market, while also managing the distinct risks and opportunities inherent in foreign and emerging-market equities.
Fund Family Harding Loevner
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HLMVX
Share Class Institutional
Index MSCI AC World NR USD
HLMVX had a total return of 12.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.94%.
