Harding Loevner International Small Company Fund

Scorecard
5 / 5 Stars
Lipper
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Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
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U.S. News evaluated 28 Foreign Small/Mid Blend 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 19.86 percent over the past year, 11.21 percent over the past three years, and 26.99 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year 19.9%
3 Years (Annualized) 11.2%
5 Years (Annualized) 27.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests in small companies based outside the U.S., including companies in emerging and frontier as well as in developed markets. It invests at least 80% of assets in common stocks, preferred stock, rights and warrants issued by small 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 50-200 investments across at least 12 countries.

Fees

Fees are Above Average compared to funds in the same category.
Harding Loevner International Small Company Fund has an expense ratio of 1.39 percent.

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Risk

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

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