HLMGX Rating, Research - Harding Loevner Global Equity Advisor

Harding Loevner Global Equity Advisor (hlmgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 44

Threats + Weaknesses = 34

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hlmgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harding Loevner Global Equity Advisor (HLMGX) Description: HLMGX is a mutual fund, which is an investment that owns a basket of assets. The HLMGX mutual fund was provided by Harding and this investment vehicle derives the majority of its value from equity holdings (stocks). Hardings mutual fund has a long management tenure and is in the small fund size classification. HLMGXs minimum initial investment amount is $5000 while the IRA minimum is $0. HLMGXs expense ratio is roughly 1%. The latest HLMGXs front end load was 0% and the back end load was 0%. The Harding Loevner Global Equity Advisor (HLMGX) mutual fund falls under the world stock category. HLMGX focuses its investments in EU and USA and HLMGX is not affiliated with a particular industry or fund sector. The Harding Loevner Global Equity Advisor (HLMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HLMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HLMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks appreciation of capital. The fund invests at least 80% of net assets in companies with market capitalizations comparable to those of companies included in the MSCI World Small-Cap Index. It invests in companies organized or headquartered in at least three different countries (one of which may be the United States) and the majority of foreign investments may be in Japan and Western Europe. The fund invests no more than 25% of assets in issuers that are organized or headquartered in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Management Analysis Update

Performance Analysis Update