Harding Loevner Financials
| HLCTX Fund | 11.62 0.10 0.87% |
Harding |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Harding Loevner Fund Summary
Harding Loevner competes with Artisan High, Transamerica High, Gmo High, Massmutual Premier, and The Hartford. The fund invests primarily in companies based in developed markets outside the United States as well as in companies in emerging and frontier markets. It invests, under normal circumstances, at least 80 percent of its net assets in common stocks, preferred stocks, rights, and warrants issued by companies that are based outside the United States.Specialization | Foreign Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Harding Loevner |
| Mutual Fund Category | Foreign Large Blend |
| Benchmark | Dow Jones Industrial |
Harding Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Harding Loevner's current stock value. Our valuation model uses many indicators to compare Harding Loevner value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harding Loevner competition to find correlations between indicators driving Harding Loevner's intrinsic value. More Info.Harding Loevner Funds is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 131,956,242 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harding Loevner's earnings, one of the primary drivers of an investment's value.Harding Loevner Funds Systematic Risk
Harding Loevner's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Harding Loevner volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Harding Loevner Funds correlated with the market. If Beta is less than 0 Harding Loevner generally moves in the opposite direction as compared to the market. If Harding Loevner Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Harding Loevner Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Harding Loevner is generally in the same direction as the market. If Beta > 1 Harding Loevner moves generally in the same direction as, but more than the movement of the benchmark.
Harding Loevner January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Harding Loevner help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Harding Loevner Funds. We use our internally-developed statistical techniques to arrive at the intrinsic value of Harding Loevner Funds based on widely used predictive technical indicators. In general, we focus on analyzing Harding Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Harding Loevner's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 3.89 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.08 |
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |