Harding Loevner Mutual Funds List
Here you can find all mutual funds issued by Harding Loevner and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.18%
- Avg. 1 Year Return
- 17.64%
- Avg. 5 Year Return
- 3.30%
- Median Risk/Return Score
- 27 / 100
Harding Loevner Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Equities | May 26, 2008 | 1.60% | 6.49% | 4.34% | 3.35% | 27 | ||||||||
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Equities | Oct 16, 2005 | 1.10% | 15.46% | 5.74% | 82.72% | 72 | ||||||||
| Harding Loevner Global Equity Portfolio | Global Equities | Nov 28, 1996 | 1.05% | 3.92% | 9.80% | 20.20% | 12 | ||||||||
| Harding Loevner International Equity Portfolio | Foreign Large Cap Equities | May 10, 1994 | 0.79% | 15.68% | 9.40% | 12.91% | 78 | ||||||||
| Harding Loevner International Small Companies Port... | Foreign Small & Mid Cap Equities | Mar 25, 2007 | 1.37% | 8.43% | 6.13% | 3.73% | 13 |
Explore top Harding Loevner Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Harding Loevner Mutual funds by Risk/Return Score
The top Harding Loevner Mutual funds by PortfoliosLab Risk/Return Score are HLMIX (78) and HLMEX (72).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | 78 | — | May 1994 | |
| Harding Loevner Institutional Emerging Markets Por... | 72 | — | Oct 2005 | |
| Harding Loevner Frontier Emerging Markets Fund | 27 | — | May 2008 | |
| Harding Loevner International Small Companies Port... | 13 | — | Mar 2007 | |
| Harding Loevner Global Equity Portfolio | 12 | — | Nov 1996 |
Best-Performing Harding Loevner Mutual funds Over 5 Years
The top Harding Loevner Mutual funds is HLMIX (6.63%).
Across the lineup, Harding Loevner Mutual funds show an average 1-year return of 17.64% and an average 5-year return of 3.30%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | 6.63% | — | May 1994 | |
| Harding Loevner Frontier Emerging Markets Fund | 5.18% | — | May 2008 | |
| Harding Loevner Global Equity Portfolio | 2.66% | — | Nov 1996 | |
| Harding Loevner Institutional Emerging Markets Por... | 2.20% | — | Oct 2005 | |
| Harding Loevner International Small Companies Port... | -0.16% | — | Mar 2007 |
Lowest-Cost Harding Loevner Mutual funds
The top Harding Loevner Mutual funds is HLMIX (0.79%).
With an average expense ratio of 1.18%, Harding Loevner Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | 0.79% | — | May 1994 | |
| Harding Loevner Global Equity Portfolio | 1.05% | — | Nov 1996 | |
| Harding Loevner Institutional Emerging Markets Por... | 1.10% | — | Oct 2005 | |
| Harding Loevner International Small Companies Port... | 1.37% | — | Mar 2007 | |
| Harding Loevner Frontier Emerging Markets Fund | 1.60% | — | May 2008 |
Highest-Yield Harding Loevner Mutual funds
The top Harding Loevner Mutual funds is HLMEX (82.72%).
Across the lineup, Harding Loevner Mutual funds show an average dividend yield of 24.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner Institutional Emerging Markets Por... | 82.72% | — | Oct 2005 | |
| Harding Loevner Global Equity Portfolio | 20.20% | — | Nov 1996 | |
| Harding Loevner International Equity Portfolio | 12.91% | — | May 1994 | |
| Harding Loevner International Small Companies Port... | 3.73% | — | Mar 2007 | |
| Harding Loevner Frontier Emerging Markets Fund | 3.35% | — | May 2008 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HLMIX vs. VEAHLMIX vs. MIEIXHLMIX vs. VMGAXHLMIX vs. VESGXHLMIX vs. IEFAHLFMX vs. DEMIXHLFMX vs. FSSGXHLFMX vs. EMRSXHLFMX vs. NOEMXHLFMX vs. AVEEXHLMSX vs. HRIIXHLMSX vs. SBSIXHLMSX vs. AIOIXHLMSX vs. TISVXHLMSX vs. FOPIXHLMGX vs. SGMAXHLMGX vs. SVTAXHLMGX vs. ARTHXHLMGX vs. CAEIXHLMGX vs. OBEGXHLMEX vs. VIGAXHLMEX vs. VEMAXHLMEX vs. BADEXHLMEX vs. CEMFXHLMEX vs. ESCIX