HLGZX Mutual Fund

HLGZX Mutual Fund (Harding Loevner Global Equity Portfolio Institutional Class Z) is managed by Harding Loevner with $49.2M in net assets. HLGZX expense ratio is 0.76%, holding 65 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-08-01.

HLGZX performance shows a YTD return of 8.01%. The 1-year return is 12.81% and the 5-year return is 6.03%. HLGZX dividend yield stands at 19.54%, paid annually.

HLGZX top holdings include Taiwan Semiconductor - Adr (4.7%), Nvidia Corp (4.7%), Alphabet Inc,class A (4.3%), Amazon.Com Inc (4.2%), Samsung Electro-Mechanics Co. Ltd., Preference Shares (3.3%). Go to all HLGZX holdings, HLGZX sectors, or HLGZX dividends.

HLGZX can be compared against other funds. Use HLGZX overlap to find shared positions, or HLGZX vs another fund for a side-by-side view. HLGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.