Harding Loevner Intl Small Coms Inv (HLMSX)
* As of 30-Sep-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|HSBC Bank PLC Class C GBP||3.29||N/A|
|Morningstar Overall Rating:|
|Category:||Foreign Small/Mid Blend|
|Annual Report Expense Ratio (net):||1.55%|
Performance & Risk
|5y Avg Return:||6.51%|
|Rank in Category (ytd):||74|
|% Rank in Category (ytd):||76.29%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund invests in small companies based outside the U.S., including companies in emerging and frontier as well as in developed markets. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by small companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund normally holds investments across at least 12 countries. View More