Morningstar

Harding Loevner Instl Emerg Mkts I HLMEX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 19.93  /  +0.10 %
  • Total Assets 702.5 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.32%
  • Turnover 27%

USD | NAV as of Sep 25, 2024 | 1-Day Return as of Sep 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HLMEX

Will HLMEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLMEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HLMEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HLMEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not quite as attractive as before.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Harding Loevner Emerging Markets retains its Above Average People rating after modifications to its management team, but its Process Rating drops to Average from Above Average owing to ongoing execution issues.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HLMEX

More HLMEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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