Harding Loevner Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return-0.83-7.228.5731.99-1.65
    Category Average-2.99-6.122.8032.44-2.97
    Assets for Each Yr*9.6610.6114.5323.3125.56
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.65 12.29 7.82

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $25,558 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.4 100.00 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -6.91 0.95
    EPAM Systems Inc* Technology 29.44 0.17
    SVB Financial Group* Financial Services 36.55 0.06
    Mastercard Inc A* Financial Services 44.65 0.06
    Colgate-Palmolive Co* Consumer Defensive -8.32 0.04
    Abbott Laboratories* Healthcare 21.50 0.04
    Microsoft Corp* Technology 32.06 0.03
    Walgreens Boots Alliance Inc* Consumer Defensive -0.14 0.02
    UnitedHealth Group Inc* Healthcare 21.51 0.00
    Rockwell Automation Inc* Industrials 0.49 0.00
    Prudential Financial Inc* Financial Services -8.21 0.00
    Procter & Gamble Co* Consumer Defensive -6.26 0.00
    Deere & Co* Industrials -1.81 0.00
    Costco Wholesale Corp* Consumer Defensive 26.53 0.00
    JPMorgan Chase & Co* Financial Services 11.56 0.00
    Illumina Inc* Healthcare 60.36 0.00
    Guidewire Software Inc* Technology 36.72 0.00
    Emerson Electric Co* Industrials 13.17 0.00
    BorgWarner Inc* Consumer Cyclical -10.67 0.00
    Adobe Systems Inc* Technology 51.15 0.00

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer G. Rusty Johnson 9.20
    Harding Loevner Glob Ferrill Roll 8.30
    Harding Loevner Inst G. Rusty Johnson 7.80
    Harding Loevner Inte Alexander T. Walsh 7.10
    Harding Loevner Fron Pradipta Chakrabortt 7.00

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer Moon Surana 1.80
    Harding Loevner Glob Moon Surana 1.80
    Harding Loevner Intl Moon Surana 2.80
    Harding Loevner Intl Jafar Rizvi 3.80
    Harding Loevner Fron Pradipta Chakrabortt 7.00