Harding Loevner Emerging Fund Quote
HLEMX Fund | USD 40.84 0.04 0.1% |
Performance0 of 100
| Odds Of DistressLess than 44
|
Harding Loevner is trading at 40.84 as of the 28th of March 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 40.8. Harding Loevner has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Harding Loevner Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The Portfolio invests at least 80 percent of its net assets in emerging markets securities, which includes frontier markets securities, and investment companies. Harding Loevner is traded on NASDAQ Exchange in the United States. More on Harding Loevner Emerging
Moving together with Harding Mutual Fund
0.79 | VEMAX | Vanguard Emerging Markets | PairCorr |
0.79 | VEIEX | Vanguard Emerging Markets | PairCorr |
0.78 | VEMIX | Vanguard Emerging Markets | PairCorr |
0.78 | VEMRX | Vanguard Emerging Markets | PairCorr |
0.63 | FWWNX | American Funds New | PairCorr |
0.63 | FNFWX | American Funds New | PairCorr |
0.63 | NEWFX | New World Fund | PairCorr |
Harding Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Harding Loevner's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Harding Loevner or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Diversified Emerging Mkts, Harding Loevner (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Harding Loevner Emerging [HLEMX] is traded in USA and was established 28th of March 2024. The fund is listed under Diversified Emerging Mkts category and is part of Harding Loevner family. This fund currently has accumulated 1.21 B in assets under management (AUM) with minimum initial investment of 5 K. Harding Loevner Emerging is currently producing year-to-date (YTD) return of 5.12% with the current yeild of 0.01%, while the total return for the last 3 years was -10.14%.
Check Harding Loevner Probability Of Bankruptcy
Instrument Allocation
Top Harding Loevner Emerging Mutual Fund Constituents
LUKOY | NK Lukoil PAO | Stock | Energy |
BKRKF | PT Bank Rakyat | Pink Sheet | Banks—Regional |
BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
EPAM | EPAM Systems | Stock | Information Technology |
TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
XNGSF | ENN Energy Holdings | Pink Sheet | Utilities—Regulated Gas |
Harding Loevner Emerging Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Harding Loevner market risk premium is the additional return an investor will receive from holding Harding Loevner long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Harding Loevner. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Harding Loevner's alpha and beta are two of the key measurements used to evaluate Harding Loevner's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6173 | |||
Standard Deviation | 0.7995 | |||
Variance | 0.6391 | |||
Risk Adjusted Performance | 0.0019 |
Harding Loevner Against Markets
Picking the right benchmark for Harding Loevner mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Harding Loevner mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Harding Loevner is critical whether you are bullish or bearish towards Harding Loevner Emerging at a given time. Please also check how Harding Loevner's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Harding Loevner without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Harding Mutual Fund?
Before investing in Harding Loevner, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Harding Loevner. To buy Harding Loevner fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Harding Loevner. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Harding Loevner fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Harding Loevner Emerging fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Harding Loevner Emerging fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Harding Loevner Emerging, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Harding Loevner Emerging?
The danger of trading Harding Loevner Emerging is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Harding Loevner is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Harding Loevner. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Harding Loevner Emerging is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harding Loevner Emerging. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Complementary Tools for Harding Mutual Fund analysis
When running Harding Loevner's price analysis, check to measure Harding Loevner's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Harding Loevner is operating at the current time. Most of Harding Loevner's value examination focuses on studying past and present price action to predict the probability of Harding Loevner's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Harding Loevner's price. Additionally, you may evaluate how the addition of Harding Loevner to your portfolios can decrease your overall portfolio volatility.
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