Harding Loevner Institutional Fund Quote
| HLEZX Fund | USD 17.07 0.17 1.01% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Harding Loevner is trading at 17.07 as of the 31st of January 2025; that is 1.01% up since the beginning of the trading day. The fund's open price was 16.9. Harding Loevner has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in companies that are based in emerging and frontier markets. It normally holds investments across at least 15 countries. The fund invests at least 80 percent of its net assets in emerging markets securities, which includes frontier markets securities, and investment companies that invest in the types of securities in which the Portfolio would normally invest. More on Harding Loevner Institutional
Moving together with Harding Mutual Fund
Harding Mutual Fund Highlights
| Fund Concentration | Harding Loevner Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Harding Loevner (View all Sectors) |
| Update Date | 31st of December 2024 |
Harding Loevner Institutional [HLEZX] is traded in USA and was established 31st of January 2025. Harding Loevner is listed under Harding Loevner category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Harding Loevner family. This fund currently has accumulated 4.36 B in assets under management (AUM) with minimum initial investment of 10 M. Harding Loevner Inst is currently producing year-to-date (YTD) return of 1.86% with the current yeild of 0.01%, while the total return for the last 3 years was -5.74%.
Check Harding Loevner Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harding Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harding Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harding Loevner Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harding Loevner Institutional Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| EPAM | EPAM Systems | Stock | Information Technology |
Harding Loevner Inst Risk Profiles
| Mean Deviation | 0.7499 | |||
| Standard Deviation | 1.53 | |||
| Variance | 2.34 | |||
| Risk Adjusted Performance | (0.11) |
Harding Loevner Against Markets
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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