Harding Loevner Emerging Manager Performance

HLEMXDelisted Fund  USD 23.45  0.00  0.00%   
The fund retains a Market Volatility (i.e., Beta) of 0.0025, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Harding Loevner's returns are expected to increase less than the market. However, during the bear market, the loss of holding Harding Loevner is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Harding Loevner Emerging are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Harding Loevner is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date28th of February 2025
Expense Ratio1.1400
  

Harding Loevner Relative Risk vs. Return Landscape

If you would invest  2,322  in Harding Loevner Emerging on November 25, 2025 and sell it today you would earn a total of  23.00  from holding Harding Loevner Emerging or generate 0.99% return on investment over 90 days. Harding Loevner Emerging is currently producing 0.0422% returns and takes up 0.4761% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Harding, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Harding Loevner is expected to generate 2.12 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.52 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Harding Loevner Current Valuation

Overvalued
Today
23.45
Please note that Harding Loevner's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Harding Loevner Emerging retains a regular Real Value of $21.69 per share. The prevalent price of the fund is $23.45. We determine the value of Harding Loevner Emerging from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Harding Loevner is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Harding Mutual Fund. However, Harding Loevner's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  23.45 Real  21.69 Hype  23.45 Naive  23.12
The intrinsic value of Harding Loevner's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Harding Loevner's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
21.69
Real Value
25.80
Upside
Estimating the potential upside or downside of Harding Loevner Emerging helps investors to forecast how Harding mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Harding Loevner more accurately as focusing exclusively on Harding Loevner's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.1623.3825.61
Details
Hype
Prediction
LowEstimatedHigh
22.9723.4523.93
Details
Naive
Forecast
LowNext ValueHigh
22.6523.1223.60
Details

Harding Loevner Target Price Odds to finish over Current Price

The tendency of Harding Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 23.45 90 days 23.45 
about 51.53
Based on a normal probability distribution, the odds of Harding Loevner to move above the current price in 90 days from now is about 51.53 (This Harding Loevner Emerging probability density function shows the probability of Harding Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Harding Loevner has a beta of 0.0025. This usually indicates as returns on the market go up, Harding Loevner average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Harding Loevner Emerging will be expected to be much smaller as well. Additionally Harding Loevner Emerging has an alpha of 0.0182, implying that it can generate a 0.0182 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Harding Loevner Price Density   
       Price  

Predictive Modules for Harding Loevner

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Harding Loevner Emerging. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
22.9723.4523.93
Details
Intrinsic
Valuation
LowRealHigh
21.2121.6925.80
Details
Naive
Forecast
LowNextHigh
22.6523.1223.60
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.1623.3825.61
Details

Harding Loevner Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Harding Loevner is not an exception. The market had few large corrections towards the Harding Loevner's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Harding Loevner Emerging, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Harding Loevner within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones0
σ
Overall volatility
0.26
Ir
Information ratio -0.08

Harding Loevner Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Harding Loevner for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Harding Loevner Emerging can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Harding Loevner is not yet fully synchronised with the market data
Harding Loevner has a very high chance of going through financial distress in the upcoming years
The fund generated five year return of 0.0%
Harding Loevner Emerging retains 97.15% of its assets under management (AUM) in equities

Harding Loevner Fundamentals Growth

Harding Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Harding Loevner, and Harding Loevner fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Harding Mutual Fund performance.

About Harding Loevner Performance

Evaluating Harding Loevner's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Harding Loevner has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Harding Loevner has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Portfolio invests at least 80 percent of its net assets in emerging markets securities, which includes frontier markets securities, and investment companies. Harding Loevner is traded on NASDAQ Exchange in the United States.

Things to note about Harding Loevner Emerging performance evaluation

Checking the ongoing alerts about Harding Loevner for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Harding Loevner Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Harding Loevner is not yet fully synchronised with the market data
Harding Loevner has a very high chance of going through financial distress in the upcoming years
The fund generated five year return of 0.0%
Harding Loevner Emerging retains 97.15% of its assets under management (AUM) in equities
Evaluating Harding Loevner's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Harding Loevner's mutual fund performance include:
  • Analyzing Harding Loevner's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Harding Loevner's stock is overvalued or undervalued compared to its peers.
  • Examining Harding Loevner's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Harding Loevner's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Harding Loevner's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Harding Loevner's mutual fund. These opinions can provide insight into Harding Loevner's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Harding Loevner's mutual fund performance is not an exact science, and many factors can impact Harding Loevner's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Consideration for investing in Harding Mutual Fund

If you are still planning to invest in Harding Loevner Emerging check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Harding Loevner's history and understand the potential risks before investing.
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