HLMSX Mutual Fund

HLMSX Mutual Fund (Harding Loevner International Small Companies Portfolio Investor Class) is managed by Harding Loevner with $49.2M in net assets. HLMSX expense ratio is 1.30%, holding 85 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2007-03-26.

HLMSX performance shows a YTD return of 7.18%. The 1-year return is 6.82% and the 5-year return is 0.25%. HLMSX dividend yield stands at 3.75%, paid annually.

HLMSX 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 HLMSX holdings, HLMSX sectors, or HLMSX dividends.

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