Harding Loevner Institutional Fund Manager Performance Evaluation
| HLEZX Fund | USD 19.38 0.05 0.26% |
The fund retains a Market Volatility (i.e., Beta) of 0.45, which attests to possible diversification benefits within a given portfolio. 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
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Over the last 90 days Harding Loevner Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Harding Loevner is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9500 |
Harding |
Harding Loevner Relative Risk vs. Return Landscape
If you would invest 1,964 in Harding Loevner Institutional on August 30, 2024 and sell it today you would lose (26.00) from holding Harding Loevner Institutional or give up 1.32% of portfolio value over 90 days. Harding Loevner Institutional is currently producing negative expected returns and takes up 0.9273% volatility of returns over 90 trading days. Put another way, 8% 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 |
Harding Loevner Current Valuation
Fairly Valued
Today
Please note that Harding Loevner's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Harding Loevner Inst retains a regular Real Value of $19.53 per share. The prevalent price of the fund is $19.38. We determine the value of Harding Loevner Inst 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 19.38 | Real 19.53 | Hype 19.38 | Naive 19.0 |
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.
Estimating the potential upside or downside of Harding Loevner Institutional 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: Harding Loevner Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Harding Loevner's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Harding Loevner Institutional, and traders can use it to determine the average amount a Harding Loevner's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0183
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| Negative Returns | HLEZX |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Harding Loevner is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Harding Loevner by adding Harding Loevner to a well-diversified portfolio.
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.
| Total Asset | 7.06 B | |||
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 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. It invests at least 65 percent of its total assets in common stocks, preferred stocks, rights and warrants issued by companies.Things to note about Harding Loevner Inst 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 Inst help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Harding Loevner Inst generated a negative expected return over the last 90 days | |
| Harding Loevner Inst generated five year return of -1.0% | |
| This fund retains 97.58% of its assets under management (AUM) in equities |
- 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.
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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