HLMIX Rating, Research - Harding Loevner International Eq Instl

Harding Loevner International Eq Instl (hlmix)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Harding Loevner International Eq Instl (HLMIX) Description: HLMIX is a mutual fund, which is an investment that owns a basket of assets. The HLMIX 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 average fund size classification. HLMIXs minimum initial investment amount is $100000 while the IRA minimum is $0. HLMIXs expense ratio is roughly 1%. The latest HLMIXs front end load was 0% and the back end load was 0%. The Harding Loevner International Eq Instl (HLMIX) mutual fund falls under the foreign large-cap growth category. HLMIX focuses its investments in EU and Japan and HLMIX is not affiliated with a particular industry or fund sector. The Harding Loevner International Eq Instl (HLMIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HLMIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HLMIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of companies based in developed markets outside the U.S. as well as established companies in emerging markets. It also may invest in securities of U.S. companies that derive, or are expected to derive, a significant portion of their revenues from their foreign operations. The fund may invest not more than 15% of assets in securities of U.S. companies.

Management Analysis Update

Performance Analysis Update