HLMVX Mutual Fund

HLMVX Mutual Fund (Harding Loevner Global Equity Portfolio Institutional Class) is managed by Harding Loevner with $49.2M in net assets. HLMVX expense ratio is 0.86%, holding 61 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2009-11-03.

HLMVX performance shows a YTD return of 4.47%. The 1-year return is 8.26% and the 5-year return is 3.16%. HLMVX dividend yield stands at 20.13%, paid annually.

HLMVX 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 HLMVX holdings, HLMVX sectors, or HLMVX dividends.

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