4 / 5 Stars
5 5 1 3 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#19 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -4.51 percent over the past year, 1.12 percent over the past three years, and 16.51 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.1%|
|3 Years (Annualized)||1.1%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies that are based in emerging markets. It normally holds 50-80 investments across at least 15 countries. The fund invests at least 65% of its total assets in common stocks, preferred stock, rights and warrants issued by companies that are based in emerging or frontier markets, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. It may also invest in short-term or other debt securities.
Fees are High compared to funds in the same category.
Harding Loevner Institutional Emerging Markets Portfolio has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.