Harding Loevner Institutional Emerging Markets Portfolio

Scorecard
4 / 5 Stars
Lipper
5 5 1 3 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D- (Sell)

#7 in Diversified Emerging Mkts

U.S. News evaluated 213 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.28 percent over the past year, 4.96 percent over the past three years, and 11.99 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.2%
1 Year 19.3%
3 Years (Annualized) 5.0%
5 Years (Annualized) 12.0%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Harding Loevner Institutional Emerging Markets Portfolio has an expense ratio of 1.30 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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