HLMRX Mutual Fund

HLMRX Mutual Fund (Harding Loevner International Small Companies Portfolio Institutional Class) is managed by Harding Loevner with $49.2M in net assets. HLMRX expense ratio is 1.08%, holding 85 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2011-06-30.

HLMRX performance shows a YTD return of 7.32%. The 1-year return is 7.11% and the 5-year return is -0.09%. HLMRX dividend yield stands at 3.94%, paid annually.

HLMRX top holdings include Scout24 Ag (1.2%), Brenntag Ag (0.9%), Nice Ltd (0.7%), Haitian International Holdings Ltd (0.6%), Northern Institutional Treasury Portfolio (0.5%). Go to all HLMRX holdings, HLMRX sectors, or HLMRX dividends.

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