| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#28 in World Stock
U.S. News evaluated 287 World Stock 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 8.17 percent over the past year, 8.02 percent over the past three years, 2.99 percent over the past five years, and 9.65 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.2% |
| 1 Year | 8.2% |
| 3 Years (Annualized) | 8.0% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | 9.6% |
Summary
The investment seeks long-term capital appreciation. The fund invests in companies based in the U.S. and other developed markets, as well as in emerging and frontier markets. It invests at least 80% of net assets in common stocks, preferred stock, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities 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 Above Average compared to funds in the same category.
Harding Loevner Global Equity Portfolio has an expense ratio of 1.23 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
