Harding Loevner Institutional Fund Manager Performance Evaluation
| HLMEX Fund | USD 11.51 0.01 0.09% |
The fund retains a Market Volatility (i.e., Beta) of 0.8, 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
Weakest
Weak | Strong |
Over the last 90 days Harding Loevner Institutional has generated negative risk-adjusted returns adding no value to fund investors. In spite of inconsistent performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more1 | Harding Loevner Emerging Markets Equity Q3 2025 Commentary - Seeking Alpha | 10/28/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.0500 |
Harding |
Harding Loevner Relative Risk vs. Return Landscape
If you would invest 2,127 in Harding Loevner Institutional on October 28, 2025 and sell it today you would lose (976.00) from holding Harding Loevner Institutional or give up 45.89% of portfolio value over 90 days. Harding Loevner Institutional is currently producing negative expected returns and takes up 6.3787% volatility of returns over 90 trading days. Put another way, 57% 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
Undervalued
Today
Please note that Harding Loevner's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Harding Loevner Inst retains a regular Real Value of $12.61 per share. The prevalent price of the fund is $11.51. 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 11.51 | Real 12.61 | Hype 11.5 | Naive 10.48 |
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 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.51 | 90 days | 11.51 | about 86.29 |
Based on a normal probability distribution, the odds of Harding Loevner to move above the current price in 90 days from now is about 86.29 (This Harding Loevner Institutional 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 0.8. 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 Institutional will be expected to be much smaller as well. Additionally Harding Loevner Institutional has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. 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 Inst. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Harding Loevner's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
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 Institutional, 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 | -0.68 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 4.93 | |
Ir | Information ratio | -0.11 |
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 Inst 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 Inst generated a negative expected return over the last 90 days | |
| Harding Loevner Inst has high historical volatility and very poor performance | |
| The fund generated five year return of 0.0% | |
| Harding Loevner Inst retains 98.21% 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.
| Price To Earning | 15.46 X | |||
| Price To Book | 1.88 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 502.72 M | |||
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 has high historical volatility and very poor performance | |
| The fund generated five year return of 0.0% | |
| Harding Loevner Inst retains 98.21% 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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