Harding Loevner International Equity Portfolio
Shareclass
Harding Loevner International Eq Instl Z (HLIZX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 465 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
12/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Harding Loevner International Equity Portfolio HLIZX
Environment
Social
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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. Allianz SE2.57% of assets$320.91M invested
- 2. Novartis AG Registered Shares1.05% of assets$131.12M invested
- 3. BHP Group Ltd ADR1.51% of assets$188.63M invested
- 4. L'Oreal SA2.13% of assets$265.35M invested
- 5. Haleon PLC2.06% of assets$257.21M invested
- 6. Rio Tinto PLC Ordinary Shares1.48% of assets$184.56M invested
- 7. Schneider Electric SE1.28% of assets$159.8M invested
- 8. Shell PLC3% of assets$373.78M invested
- 9. Skandinaviska Enskilda Banken AB Class A1.88% of assets$234.02M invested
- 10. Manulife Financial Corp1.86% of assets$232.56M 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. Keyence Corp0.86% of assets$107.74M invested
- 2. OBIC Co Ltd0.95% of assets$118.9M invested
- 3. Daifuku Co Ltd1.22% of assets$151.74M invested
- 4. Sysmex Corp1.1% of assets$137.51M invested
- 5. MercadoLibre Inc1.99% of assets$248.26M invested
- 6. Alimentation Couche-Tard Inc1.23% of assets$153.24M invested
- 7. Coloplast AS Class B0.68% of assets$84.65M invested
- 8. Techtronic Industries Co Ltd0.87% of assets$108.17M invested
- 9. Sony Group Corp2.36% of assets$293.93M invested
- 10. Assa Abloy AB Class B1.27% of assets$158.08M invested
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Financial performance
Performance data provided by
Find more financial data on HLIZX at Morningstar.com
Find more financial data on HLIZX at Morningstar.comGender Equality and Returns
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.
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