Harding Loevner Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-0.83-7.228.5731.99-12.35
    Category Average-2.99-6.122.8032.44-12.34
    Assets for Each Yr*9.6610.6114.5323.3123.05
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -12.35 6.45 3.10

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,053 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 100.00 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Roper Technologies Inc* Industrials 12.87 0.11
    First Republic Bank* Financial Services 8.67 0.09
    Booking Holdings Inc* Consumer Cyclical 9.92 0.09
    Mastercard Inc A* Financial Services 31.59 0.07
    Amazon.com Inc* Consumer Cyclical 39.48 0.06
    Microsoft Corp* Technology 26.49 0.04
    Cognizant Technology Solutions C* Technology -1.14 0.04
    Walt Disney Co* Consumer Cyclical 9.47 0.04
    SVB Financial Group* Financial Services 3.80 0.04
    IPG Photonics Corp* Technology -37.96 0.03
    CyberArk Software Ltd* Technology 81.57 0.01
    Thermo Fisher Scientific Inc* Healthcare 24.04 0.00
    Texas Instruments Inc* Technology -7.76 0.00
    Mettler-Toledo International Inc* Healthcare -4.89 0.00
    Lazard Ltd Shs A* Financial Services -22.32 0.00
    JPMorgan Chase & Co* Financial Services 4.80 0.00
    IDEXX Laboratories Inc* Healthcare 27.15 0.00
    Gartner Inc A* Technology 18.12 0.00
    BorgWarner Inc* Consumer Cyclical -24.92 0.00
    AMETEK Inc* Industrials 1.05 0.00

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer G. Rusty Johnson 9.40
    Harding Loevner Glob Ferrill Roll 8.50
    Harding Loevner Inst G. Rusty Johnson 8.00
    Harding Loevner Inte Alexander T. Walsh 7.20
    Harding Loevner Fron Pradipta Chakrabortt 7.10

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Harding Loevner Emer Moon Surana 1.90
    Harding Loevner Glob Moon Surana 1.90
    Harding Loevner Intl Moon Surana 2.90
    Harding Loevner Intl Jafar Rizvi 4.00
    Harding Loevner Fron Pradipta Chakrabortt 7.10