| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#9 in Foreign Large Growth
U.S. News evaluated 78 Foreign Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.62 percent over the past year, 9.05 percent over the past three years, 2.66 percent over the past five years, and 10.73 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 14.6% |
| 3 Years (Annualized) | 9.1% |
| 5 Years (Annualized) | 2.7% |
| 10 Years (Annualized) | 10.7% |
Summary
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
Fees are Low compared to funds in the same category.
Harding Loevner International Equity Portfolio has an expense ratio of 0.87 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
