Harding Loevner Global Equity Portfolio (HLMGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HLMGX
HLMGX charges 1.05% annually. There are 152 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | HLMGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | HLMGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | HLMGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | HLMGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | HLMGX vs VTWAX |
Best Risk-Adjusted Alternatives to HLMGX
HLMGX has a PortfoliosLab risk / return rank of 12. There are 202 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | HLMGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | HLMGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | HLMGX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | HLMGX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | HLMGX vs PGVFX |
Top Performing HLMGX Alternatives (YTD)
HLMGX is at 4.85% YTD. There are 207 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | HLMGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | HLMGX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | HLMGX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | HLMGX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | HLMGX vs YFSNX |
Lowest Volatility Alternatives to HLMGX
HLMGX has 13.54% 1-year volatility. There are 107 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | HLMGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | HLMGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | HLMGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | HLMGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | HLMGX vs SGMAX |
Lowest Drawdown Alternatives to HLMGX
HLMGX has a 1-year max drawdown of -11.28%. There are 145 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | HLMGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | HLMGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | HLMGX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | HLMGX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | HLMGX vs CSUAX |
Other Mutual Funds from Harding Loevner
The 4 most viewed Harding Loevner mutual funds shown here include HLMIX, HLFMX, HLMSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | Foreign Large Cap Equities | 58 | 13.92% | — | May 1994 | HLMGX vs HLMIX | |
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Diversified | 20 | 5.94% | — | May 2008 | HLMGX vs HLFMX | |
| Harding Loevner International Small Companies Port... | Foreign Small & Mid Cap Equities | 4 | 5.45% | — | Mar 2007 | HLMGX vs HLMSX | |
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Diversified | 79 | 17.87% | — | Oct 2005 | HLMGX vs HLMEX |
Often Compared With HLMGX
Investors most often compare HLMGX with ARTHX, CAEIX, PRAFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HLMGX with Any Fund or Stock
Compare HLMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLMGX with funds that move differently
Harding Loevner Global Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLMGX.
Explore HLMGX Diversifiers