Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX) Research

This Portfolio commits a minimum of 80% of its net assets to investments in emerging market securities, which explicitly includes frontier market securities, as well as to various investment companies. Furthermore, at least 65% of its total assets are dedicated to equity instruments such as common stocks, preferred stocks, rights, and warrants, issued by companies based in emerging or frontier economies. This 65% allocation also extends to securities convertible into these types of equities (like Depositary Receipts) and to investment companies that typically invest in the same categories of securities.

Market snapshot

Symbol
HLEMX
Price
$23.45
Day change
+0.60%
Market cap
$221.6M
52-week range
23.11-46.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock 20/80 Target Allocation Inv A (BACPX)
  • Meeder Balanced Retail (FLDFX)
  • Meeder Dynamic Allocation Fund - Retail Class (FLDGX)
  • Harding Loevner Institutional Emerging Markets Portfolio (HLMEX)
  • Huber Select Large Cap Value Fund Institutional Class (HULEX)
  • Manning & Napier Fd, Pro-Blend Maximum Term Srs, Cl I (MNHIX)
  • VistaShares Target 15 Berkshire Select Income ETF (OMAH)
  • T. Rowe Price Intl Disciplined Eq Inv (PRCNX)

Open Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.