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 65 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2009-11-03.

HLMVX performance shows a YTD return of 7.96%. The 1-year return is 12.69% and the 5-year return is 3.21%. HLMVX dividend yield stands at 19.48%, paid annually.

HLMVX 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 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.