Harding Loevner Competition

Mutual Funds . USA . 
Fund . Harding Loevner Emerging
HLEMX Fund  USD 42.66  0.05  0.12%   
Harding Loevner Emerging competes with Ssga International, Schwab Core, Columbia Emerging, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Harding Loevner family. Analyzing Harding Loevner competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Harding Loevner to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Harding Loevner Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Harding Loevner competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
41.7342.6643.59
Details
Intrinsic
Valuation
LowRealHigh
42.0442.9743.90
Details
Naive
Forecast
LowNextHigh
40.5741.5042.43
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
42.6342.6842.72
Details

Harding Loevner Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Harding Loevner and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Harding and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Harding Loevner Emerging does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.89
UMEMX
RRTLX
+ 0.81
MSTSX
OSHDF
+ 0.78
VIASP
RRTLX
+ 0.73
SWANX
RRTLX
+ 0.72
UMEMX
RRTLX
+ 0.72
LBHIX
  
High negative correlations   
OSHDF
- 0.6
SSAIX
VIASP
- 0.6
SSAIX
70082LAB3
- 0.55
SSAIX
SWANX
- 0.41
SSAIX
VIASP
- 0.27
UMEMX
LBHIX
- 0.24
SSAIX

Risk-Adjusted Indicators

There is a big difference between Harding Mutual Fund performing well and Harding Loevner Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Harding Loevner's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SSAIX  0.60 (0.11) 0.00 (0.13) 0.00 
 0.00 
 1.54 
(1.46)
 3.53 
SWANX  0.57  0.07 (0.07)(0.81) 0.78 
(0.56)
 1.13 
(1.69)
 3.68 
UMEMX  0.80  0.01 (0.12) 0.00  0.98 
(0.89)
 1.53 
(1.68)
 5.20 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.50 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.02 (0.41) 2.96  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.72  0.00 (0.02) 0.00  1.05 
(0.80)
 2.28 
(1.15)
 7.18 
RRTLX  0.24  0.00 (0.33) 0.37  0.26 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.65  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  0.99  0.03 (0.04) 1.55  2.18 
(1.09)
 1.75 
(1.69)
 24.27 
All Fundamental Data

Harding Loevner Competitive Analysis

The better you understand Harding Loevner competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Harding Loevner's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Harding Loevner's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HLEMX SSAIX SWANX UMEMX AQUI MSTSX LBHIX VIASP RRTLX OSHDF
 0.12 
 42.66 
Harding
 0.09 
 11.28 
Ssga
 0.20 
 25.20 
Schwab
 0.07 
 13.34 
Columbia
 0.00 
 0.01 
Aquagold
 0.43 
 11.73 
Morningstar
 0.24 
 4.25 
Thrivent
 0.54 
 22.46 
Via
 0.24 
 12.57 
RRTLX
 1,329 
 0.01 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Very Weak
Very Weak
OK
Weak
Very Weak
Insignificant
Good
OK
Insignificant
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Average
Low
Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Strong Sell
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Hold
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
Net Asset
1.21 B
143.82 M
1.31 B
1.34 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
Price To Book
1.88
1.31
2.29
2.11
N/A
N/A
1.58
N/A
2.13
0.005
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
Five Year Return
-1.28
5.54
13.11
0.48
N/A
8.6
3.31
8.97
0.0406
N/A
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
7.8
14.74
30.66
8.87
N/A
19.87
11.68
N/A
0.067
N/A
Beta
N/A
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
Cash Position Weight
2.85
0.8
0.92
1.19
N/A
14.28
6.56
N/A
7.22
N/A
Equity Positions Weight
97.15
98.76
99.08
98.81
N/A
61.63
0.07
N/A
38.52
N/A
Number Of Employees
1
1
1
1
7
1
1
169
1
31
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
Three Year Return
-8.02
3.38
8.88
-10.93
N/A
7.0
2.59
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
Annual Yield
0.0134
0.0522
0.0084
N/A
N/A
0.021
0.0617
0.0972
0.0211
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
5 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
86.67 M
N/A
1.32 B
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
0.22
0.2
N/A
0.04
N/A
N/A
0.02
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
Price To Earning
15.44
13.49
2.08
16.25
-0.22
N/A
35.48
26.83
18.25
N/A
Price To Sales
1.76
0.74
1.44
1.58
N/A
N/A
1.23
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
Year To Date Return
3.88
8.32
24.29
5.12
N/A
13.69
6.69
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
Ten Year Return
3.49
3.62
11.33
4.48
N/A
N/A
6.0
N/A
5.76
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
Day Typical Price
42.66
11.28
25.2
13.34
0.006
11.73
4.25
22.4
12.57
0.01
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0085
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
0.0
9.2 T
9.2 T
0.6316
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.05)
0.01
0.05
(0.01)
N/A
0.05
0.01
0.12
(0.03)
0.0093
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.01
1.0
14.29
Day Median Price
42.66
11.28
25.2
13.34
0.006
11.73
4.25
22.37
12.57
0.01
Price Action Indicator
(0.03)
0.005
0.025
(0.01)
N/A
0.025
0.005
0.16
(0.01)
0.0046
Relative Strength Index
27.71
20.36
26.71
29.19
N/A
13.35
11.7
67.94
29.21
N/A
Coefficient Of Variation
8201.31
(1,603)
1148.84
10529.04
N/A
1372.45
583.8
1077.04
2073.35
812.4
Mean Deviation
0.7103
0.6042
0.5679
0.7964
N/A
0.4952
0.1099
0.7202
0.2405
39.65
Jensen Alpha
(0.06)
(0.11)
0.0676
0.0125
N/A
(0.04)
0.0182
N/A
0.0034
22.65
Total Risk Alpha
(0.15)
(0.18)
(0.07)
(0.16)
N/A
(0.06)
(0.01)
(0.08)
(0.04)
(5.63)
Sortino Ratio
(0.13)
N/A
(0.07)
(0.12)
N/A
(0.13)
(0.41)
(0.02)
(0.33)
N/A
Downside Variance
0.838
N/A
0.8844
1.03
N/A
0.4204
0.0625
1.57
0.1206
N/A
Standard Deviation
0.9419
0.7775
0.791
1.05
N/A
0.6394
0.1689
1.14
0.3112
163.54
Kurtosis
0.3437
0.2723
1.03
0.4574
N/A
(0)
3.69
5.9
(0.02)
66.0
Potential Upside
1.41
1.54
1.13
1.53
N/A
1.21
0.2381
2.28
0.5564
N/A
Treynor Ratio
0.0031
(0.13)
(0.81)
5.0E-4
N/A
0.0585
2.96
N/A
0.374
(0.96)
Maximum Drawdown
4.55
3.53
3.68
5.2
N/A
2.8
0.9552
7.18
1.37
1328.57
Variance
0.8871
0.6044
0.6256
1.1
N/A
0.4088
0.0285
1.31
0.0969
26743.97
Market Risk Adjusted Performance
0.0131
(0.12)
(0.80)
0.0105
N/A
0.0685
2.97
N/A
0.384
(0.95)
Risk Adjusted Performance
0.0112
(0.05)
0.0671
0.01
N/A
0.0539
0.096
0.0745
0.0223
0.1044
Skewness
0.1671
0.0631
(0.61)
0.1267
N/A
0.1122
1.16
(0.94)
0.0832
8.12
Semi Deviation
0.8685
N/A
0.7835
0.979
N/A
0.5171
0.0
1.05
0.264
N/A
Information Ratio
(0.13)
(0.23)
(0.08)
(0.12)
N/A
(0.13)
(0.60)
(0.02)
(0.37)
0.1223
Value At Risk
(1.40)
(1.46)
(1.69)
(1.68)
N/A
(1.02)
(0.24)
(1.15)
(0.56)
N/A
Expected Short fall
(0.79)
N/A
(0.56)
(0.89)
N/A
(0.61)
(0.29)
(0.80)
(0.27)
N/A
Downside Deviation
0.9154
N/A
0.9404
1.01
N/A
0.6484
0.25
1.25
0.3473
N/A
Semi Variance
0.7543
N/A
0.6138
0.9585
N/A
0.2674
(0.02)
1.1
0.0697
N/A

Harding Loevner Competition Performance Charts

Five steps to successful analysis of Harding Loevner Competition

Harding Loevner's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Harding Loevner Emerging in relation to its competition. Harding Loevner's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Harding Loevner in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Harding Loevner's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Harding Loevner Emerging, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Harding Loevner position

In addition to having Harding Loevner in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Electrical Equipment Thematic Idea Now

Electrical Equipment
Electrical Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electrical Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electrical Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Harding Mutual Fund

Harding Loevner financial ratios help investors to determine whether Harding Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harding with respect to the benefits of owning Harding Loevner security.
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