Harding Loevner Global Fund Quote
| HLGZX Fund | USD 45.45 0.19 0.42% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Harding Loevner is trading at 45.45 as of the 3rd of December 2024; that is 0.42% up since the beginning of the trading day. The fund's open price was 45.26. Harding Loevner has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Harding Loevner Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80 percent of its net assets in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities , and investment companies that invest in the types of securities in which the Portfolio would normally invest.. More on Harding Loevner Global
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Harding Mutual Fund Highlights
| Fund Concentration | Harding Loevner Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Harding Loevner, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Harding Loevner Global [HLGZX] is traded in USA and was established 3rd of December 2024. Harding Loevner is listed under Harding Loevner category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Harding Loevner family. This fund currently has accumulated 771.39 M in assets under management (AUM) with minimum initial investment of 10 M. Harding Loevner Global is currently producing year-to-date (YTD) return of 15.69% with the current yeild of 0.0%, while the total return for the last 3 years was -0.53%.
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 Global 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 Global Mutual Fund Constituents
| NVDA | NVIDIA | Stock | Information Technology | |
| SSMXF | Sysmex | Pink Sheet | Medical Instruments & Supplies | |
| SLB | Schlumberger NV | Stock | Energy | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| SIVB | SVB Financial Group | Stock | Financials |
Harding Loevner Global Risk Profiles
| Mean Deviation | 0.6001 | |||
| Semi Deviation | 0.8636 | |||
| Standard Deviation | 0.7969 | |||
| Variance | 0.635 |
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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