Harding Loevner Global Equity Portfolio (HLMGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HLMGX
HLMGX charges 1.05% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among HLMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | HLMGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | HLMGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | HLMGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | HLMGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | HLMGX vs VMNVX |
Best Risk-Adjusted Alternatives to HLMGX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | HLMGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | HLMGX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | HLMGX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | HLMGX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | HLMGX vs FMIEX |
Top Performing HLMGX Alternatives (YTD)
HLMGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | HLMGX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | HLMGX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | HLMGX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | HLMGX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | HLMGX vs CSUAX |
Lowest Volatility Alternatives to HLMGX
HLMGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | HLMGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | HLMGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | HLMGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | HLMGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | HLMGX vs GLIFX |
Lowest Drawdown Alternatives to HLMGX
HLMGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | HLMGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | HLMGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | HLMGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | HLMGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | HLMGX vs FGIAX |
Other Mutual Funds from Harding Loevner
Most popular Harding Loevner mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Harding Loevner International Equity Portfolio | Foreign Large Cap Equities | 81 | 2.76% | May 10, 1994 | HLMGX vs HLMIX | |
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Diversified | 1 | 1.11% | Oct 16, 2005 | HLMGX vs HLMEX | |
| Harding Loevner Emerging Markets Fund | Emerging Markets Diversified | — | — | Nov 8, 1998 | HLMGX vs HLEMX | |
| Harding Loevner International Small Companies Port... | Foreign Small & Mid Cap Equities | 18 | -3.25% | Mar 25, 2007 | HLMGX vs HLMSX | |
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Diversified | 56 | -0.11% | May 26, 2008 | HLMGX vs HLFMX |
Compare HLMGX with Any Fund or Stock
Compare HLMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.