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 61 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-08-01.

HLGZX performance shows a YTD return of 4.53%. The 1-year return is 8.37% and the 5-year return is 3.25%. HLGZX dividend yield stands at 20.19%, paid annually.

HLGZX top holdings include Alphabet Inc Common Stock USD 0.001 (5.1%), Amazon.Com Inc (4.3%), Nvidia Corp. (3.6%), Taiwan Semiconductor - Adr (3.5%), Schneider Electric Se (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.