Harding Loevner Global Equity Portfolio

Shareclass

Harding Loevner Global Equity Inst (HLMVX)

Type

Open-end mutual fund

Manager

Harding Loevner

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 537 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Haleon PLC
1.7% of assets
$9.48M invested
2. Shell PLC
1.06% of assets
$5.88M invested
3. Schneider Electric SE
3.27% of assets
$18.19M invested
4. Accenture PLC Class A
2.59% of assets
$14.41M invested
5. Northrop Grumman Corp
0.79% of assets
$4.38M invested
6. Globant SA
0.82% of assets
$4.54M invested
7. Microsoft Corp
3.98% of assets
$22.15M invested
8. Salesforce Inc
2.27% of assets
$12.62M invested
9. SGS AG
0.97% of assets
$5.39M invested
10. SAP SE ADR
1.51% of assets
$8.41M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Heico Corp
1.15% of assets
$6.4M invested
2. Keyence Corp
1.08% of assets
$6.02M invested
3. Atkore Inc
0.74% of assets
$4.14M invested
4. Broadcom Inc
1.86% of assets
$10.35M invested
5. Alimentation Couche-Tard Inc
0.97% of assets
$5.39M invested
6. Synopsys Inc
0.88% of assets
$4.92M invested
7. Applied Materials Inc
1.1% of assets
$6.11M invested
8. Chugai Pharmaceutical Co Ltd
1.78% of assets
$9.92M invested
9. Sony Group Corp
2.44% of assets
$13.58M invested
10. Epiroc AB Ordinary Shares - Class A
0.85% of assets
$4.7M invested

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Financial performance

Performance data provided by

Find more financial data on HLMVX at Morningstar.com

Gender Equality and Returns

Returns chart for Harding Loevner Global Equity Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

HLMVX

Harding Loevner Global Equity Portfolio

Family

Harding Loevner

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

HLMVX

Harding Loevner Global Equity Portfolio

Family

Harding Loevner

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

HLMVX

Harding Loevner Global Equity Portfolio

Family

Harding Loevner

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.45% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
HLMVX - Harding Loevner Global Equity Portfolio

4.71%

3.17%

11%

8.53%

55 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

-2.72%

-4%

-3.91%

-0.45%

Same

Find more financial data on HLMVX at Morningstar.com

What's next?

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