Harding Loevner Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return-0.83-7.228.5731.99--
    Category Average-2.99-6.122.8032.444.70
    Assets for Each Yr*9.6610.6114.5323.3123.31
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 31.99 9.96 7.82

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,309 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.9 100.00 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy 14.51 0.97
    Tenaris SA ADR* Basic Materials 5.65 0.96
    Shire PLC* Healthcare -6.54 0.82
    Alphabet Inc A* Technology 7.34 0.19
    Nike Inc B* Consumer Cyclical 1.39 0.14
    Roper Technologies Inc* Industrials 6.29 0.13
    PayPal Holdings Inc* Financial Services 9.24 0.13
    The Priceline Group Inc* Consumer Cyclical 10.46 0.13
    Regeneron Pharmaceuticals Inc* Healthcare -1.53 0.10
    SVB Financial Group* Financial Services 7.67 0.10
    Verisk Analytics Inc* Industrials 1.25 0.10
    Facebook Inc A* Technology 1.09 0.08
    IPG Photonics Corp* Technology 21.56 0.08
    First Republic Bank* Financial Services 0.76 0.08
    F5 Networks Inc* Technology 7.09 0.08
    Colgate-Palmolive Co* Consumer Defensive -0.04 0.07
    Cognex Corp* Technology 10.24 0.06
    AmerisourceBergen Corp* Healthcare 8.42 0.06
    Waters Corp* Healthcare 8.15 0.06
    3M Co* Industrials 3.98 0.05

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer G. Rusty Johnson 8.60
    Harding Loevner Glob Ferrill Roll 7.70
    Harding Loevner Inst G. Rusty Johnson 7.20
    Harding Loevner Intl Jafar Rizvi 6.60
    Harding Loevner Inte Alexander T. Walsh 6.40

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer Moon Surana 1.10
    Harding Loevner Glob Moon Surana 1.10
    Harding Loevner Intl Moon Surana 2.10
    Harding Loevner Fron Pradipta Chakrabortt 6.30
    Harding Loevner Inte Alexander T. Walsh 6.40