Mutual Fund Insights: Harding Loevner International Eq Inv Fund (HLMNX)

In-depth Analysis of Harding Loevner International Eq Inv Fund (HLMNX)

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See Harding Loevner International Eq Inv Fund (HLMNX) performance details as of February 28, 2010

  

Last Trade: $13.09 on 3/19/2010, Change: -0.11 (-0.83%)

  

Fund Manager - Simon T. Hallett

Fund Manager Tenure: 15.9 years   [Similar Funds: HLMIX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

Simon T. Hallett is a senior portfolio manager and principal of Harding, Loevner Management, his employer since 1991. Previously, Simon T. Hallett spent 10 years with Jardine Fleming Investment Management, where Simon T. Hallett was director in charge of a team of six portfolio managers investing in the markets of Southeast and North Asia. Simon T. Hallett holds the Charted Financial Analyst designation.  Get more insights on Simon T. Hallett

  

 What we like about Harding Loevner International Eq Inv Fund (HLMNX)

Data for Harding Loevner International Eq Inv Fund (HLMNX) as of February 28, 2010

• Harding Loevner International Eq Inv Fund (HLMNX) management has been with Harding Loevner International Eq Inv Fund for 15.9 years
• Harding Loevner International Eq Inv Fund (HLMNX) has good short-term performance (1-year return 64.39% vs 57.08 % Foreign Large Growth category average)
• Harding Loevner International Eq Inv Fund (HLMNX) has good Long-term performance (5-year return 5.79% vs 3.05 % Foreign Large Growth category average)
• Harding Loevner International Eq Inv Fund (HLMNX) has a Morningstar rating of 4 and above
• Harding Loevner International Eq Inv Fund (HLMNX) has an annual stock turnover rate of 22.00% vs Foreign Large Growth average of 94.92%. It is good that Harding Loevner International Eq Inv management does not trade extensively for its return.
• Harding Loevner International Eq Inv Fund (HLMNX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.51, lower than category average of 25.74
• Harding Loevner International Eq Inv Fund (HLMNX) has a lower management fee than its Foreign Large Growth average: 1.25% vs 1.53%

  

 What we are cautious about Harding Loevner International Eq Inv Fund (HLMNX)

Data for Harding Loevner International Eq Inv Fund (HLMNX) as of February 28, 2010

• Harding Loevner International Eq Inv Fund (HLMNX) has a less-than-ideal mid-term performance (3-year return -2.29% vs -6.27 % Foreign Large Growth category average)
• Harding Loevner International Eq Inv Fund (HLMNX) ratio of up-years vs down years can be improved
• Even though Harding Loevner International Eq Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Harding Loevner International Eq Inv Fund (HLMNX) performance details as of February 28, 2010

  

  

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Harding Loevner International Eq Inv Fund (HLMNX) Net Asset

Track net asset change of Harding Loevner International Eq Inv fund (HLMNX)

Date	Net Asset
02/2010	$337.06M
01/2010	$47.19M
11/2009	$42.08M

More historic net asset information on Harding Loevner International Eq Inv Fund (HLMNX)

  

Harding Loevner International Eq Inv Fund (HLMNX) Portfolio Allocation

Track portfolio allocation change of Harding Loevner International Eq Inv fund (HLMNX)

Date	Cash	Stock	Bond	Other
01/2010	5.04%	94.29%	0%	0.67%
10/2009	1.6%	98.4%	0%	0%
07/2009	2.37%	97.62%	0%	0%

Click here to see more historic asset allocation information on Harding Loevner International Eq Inv Fund (HLMNX)

  

Most Recent Top 10 Holdings in Harding Loevner International Eq Inv Fund (HLMNX)

Discover what Harding Loevner International Eq Inv Fund (HLMNX) manager is buying

31-Jan-10 Arlington Asset Investment Corp [3.28%] [3.22%] [3.14%] Wausau Paper Corp. Common Stock [2.96%] Alcon Inc Common Shares [2.57%] [2.56%] Autoliv, Inc. Common Stock [2.5%] [2.5%] Standard Parking Corporation [2.47%] Bunge Limited Bunge Limited [2.46%]

31-Oct-09 Nestle SA ADR [3.45%] ARLINGTON ASSET CL A [3.43%] Dassault Systemes SA [3.18%] WAUSAU PAPER CORP. [3.15%] AUTOLIV INC [2.83%] Standard Parking Corporation [2.79%] China Resources Enterprise Ltd [2.74%] BUNGE LTD [2.48%] ALCON INC [2.37%] Atlas Copco [2.35%]

31-Jul-09 ARLINGTON ASSET CL A [3.54%] Nestle SA ADR [3.22%] BUNGE LTD [3.15%] Dassault Systemes SA [2.94%] Standard Parking Corporation [2.86%] WAUSAU PAPER CORP. [2.77%] AUTOLIV INC [2.5%] KEYENCE CORPORATION [2.46%] Taiwan Semiconductor Manufacturing [2.38%] ALCON INC [2.33%]

Click here for Stock Holding Change Map in Harding Loevner International Eq Inv Fund (HLMNX)

  

Related books and products to Harding Loevner International Eq Inv Fund (HLMNX)

  

Latest News on Harding Loevner International Eq Inv (HLMNX)

See what is happening with Harding Loevner International Eq Inv Fund (HLMNX)

Moderate International Funds That Deserve More Attention (Morningstar.com) See more news on Harding Loevner International Eq Inv Fund (HLMNX)

 

Books and Resources

 

 

See more information on Harding Loevner International Eq Inv Fund (HLMNX)

• Harding Loevner International Eq Inv Fund Insights
• Harding Loevner International Eq Inv Fund Performance Data
• Harding Loevner International Eq Inv Fund News
• Harding Loevner International Eq Inv Fund Score Explaination
• Harding Loevner International Eq Inv Fund Manager Information
• Historic Harding Loevner International Eq Inv Fund Asset Allocation Report
• Historic Harding Loevner International Eq Inv Fund Top 10 Holding Tracking
• Historic Harding Loevner International Eq Inv Fund Asset Under Management Tracking