4 / 5 Stars
4 4 3 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#29 in Foreign Large Growth
U.S. News evaluated 76 Foreign Large Growth 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 10.73 percent over the past year, 5.57 percent over the past three years, 19.33 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term capital appreciation. The fund invests in companies based in developed markets outside the U.S. as well as in established companies in emerging and frontier markets. It normally invests at least 80% of net assets in common stocks, preferred stock, rights and warrants issued by companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the fund would normally invest. The fund normally holds 35-75 investments across at least 15 countries.
Fees are Low compared to funds in the same category.
Harding Loevner International Equity Portfolio has an expense ratio of 0.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.