Harding Loevner Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return10.50-0.83-7.228.5728.06
    Category Average10.22-2.99-6.122.8028.47
    Assets for Each Yr*8.309.6610.6114.5322.35
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 28.06 7.31 8.29

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $22,354 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.9 100.00 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -25.18 0.97
    Tenaris SA ADR* Basic Materials -20.05 0.96
    Shire PLC* Healthcare -13.57 0.82
    Alphabet Inc A* Technology 32.31 0.19
    Nike Inc B* Consumer Cyclical 13.65 0.14
    Roper Technologies Inc* Industrials 40.87 0.13
    PayPal Holdings Inc* Financial Services 96.86 0.13
    The Priceline Group Inc* Consumer Cyclical 18.12 0.13
    Regeneron Pharmaceuticals Inc* Healthcare 7.52 0.10
    SVB Financial Group* Financial Services 24.80 0.10
    Verisk Analytics Inc* Industrials 11.89 0.10
    Facebook Inc A* Technology 56.10 0.08
    IPG Photonics Corp* Technology 136.32 0.08
    First Republic Bank* Financial Services 0.03 0.08
    F5 Networks Inc* Technology -15.66 0.08
    Colgate-Palmolive Co* Consumer Defensive 13.42 0.07
    Cognex Corp* Technology 117.35 0.06
    Mastercard Inc A* Financial Services 46.45 0.06
    AmerisourceBergen Corp* Healthcare 4.11 0.06
    Waters Corp* Healthcare 48.52 0.06

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Glob Ferrill Roll 9.40
    Harding Loevner Emer G. Rusty Johnson 8.40
    Harding Loevner Inte Alexander T. Walsh 7.50
    Harding Loevner Inst G. Rusty Johnson 7.00
    Harding Loevner Intl Jafar Rizvi 6.40

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer Moon Surana 0.90
    Harding Loevner Glob Moon Surana 0.90
    Harding Loevner Intl Moon Surana 1.90
    Harding Loevner Fron Pradipta Chakrabortt 6.00
    Harding Loevner Intl Jafar Rizvi 6.40