Harding Loevner Global Equity Portfolio

Scorecard
3 / 5 Stars
Lipper
2 2 3 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 304 World Stock 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 22.67 percent over the past year, 9.73 percent over the past three years, 14.18 percent over the past five years, and 9.05 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 22.7%
3 Years (Annualized) 9.7%
5 Years (Annualized) 14.2%
10 Years (Annualized) 9.1%

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Summary

The investment seeks long-term capital appreciation. The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds 35-75 investments across at least 15 countries. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities (including DRs), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

Fees

Fees are Above Average compared to funds in the same category.
Harding Loevner Global Equity Portfolio has an expense ratio of 0.95 percent.

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Risk

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

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