Harding Loevner International Equity Portfolio (HLMIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HLMIX
HLMIX charges 0.79% annually. There are 153 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | HLMIX vs FHLFX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | HLMIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | HLMIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | HLMIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | HLMIX vs FINVX |
Best Risk-Adjusted Alternatives to HLMIX
HLMIX has a PortfoliosLab risk / return rank of 48. There are 100 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 93 | — | Jul 2006 | HLMIX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 92 | — | Aug 1994 | HLMIX vs TIVFX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | HLMIX vs DCINX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | HLMIX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 88 | — | Jul 1998 | HLMIX vs GTMIX |
Top Performing HLMIX Alternatives (YTD)
HLMIX is at 14.54% YTD. There are 73 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.27% | — | Aug 1994 | HLMIX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | HLMIX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | HLMIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.21% | — | Apr 2019 | HLMIX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | HLMIX vs DCINX |
Lowest Volatility Alternatives to HLMIX
HLMIX has 14.50% 1-year volatility. There are 160 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class M | 9.16% | — | Apr 1990 | HLMIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | HLMIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | HLMIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | HLMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | HLMIX vs FAOIX |
Lowest Drawdown Alternatives to HLMIX
HLMIX has a 1-year max drawdown of -10.44%. There are 64 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | HLMIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | HLMIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | HLMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | HLMIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | HLMIX vs FAOAX |
Other Mutual Funds from Harding Loevner
The 5 most viewed Harding Loevner mutual funds shown here include HLFMX, HLEMX, HLMSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harding Loevner Frontier Emerging Markets Fund | Emerging Markets Diversified | 15 | 2.24% | — | May 2008 | HLMIX vs HLFMX | |
| Harding Loevner Emerging Markets Fund | Emerging Markets Diversified | — | — | — | Nov 1998 | HLMIX vs HLEMX | |
| Harding Loevner International Small Companies Port... | Foreign Small & Mid Cap Equities | 7 | 7.05% | — | Mar 2007 | HLMIX vs HLMSX | |
| Harding Loevner Institutional Emerging Markets Por... | Emerging Markets Diversified | 85 | 22.04% | — | Oct 2005 | HLMIX vs HLMEX | |
| Harding Loevner Global Equity Portfolio | Global Equities | 15 | 6.56% | — | Nov 1996 | HLMIX vs HLMGX |
Often Compared With HLMIX
Investors most often compare HLMIX with VEA, MIEIX, VMGAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HLMIX with Any Fund or Stock
Compare HLMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLMIX with funds that move differently
Harding Loevner International Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLMIX.
Explore HLMIX Diversifiers