Harding Loevner Institutional Emerging Markets Portfolio (HLMEX) Research

This portfolio primarily focuses its investments on companies operating within developing and frontier economies. Typically, it diversifies its holdings across a minimum of 15 different nations. The fund commits at least 80% of its net assets to securities from emerging and frontier markets, which can also include shares of other investment companies that pursue similar investment strategies. Additionally, at least 65% of its total assets are allocated to various forms of equity, including common and preferred stocks, as well as rights and warrants issued by corporations.

Market snapshot

Symbol
HLMEX
Price
$13.12
Day change
+1.78%
Market cap
$143.7M
52-week range
10.46-21.33
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Ariel International Investor (AINTX)
  • Boston Trust Equity Fund (BTEFX)
  • Boston Trust Midcap Fund (BTMFX)
  • Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
  • Meeder Spectrum Fund - Retail Class (FLSPX)
  • Sprott Focus Trust, Inc. (FUND)
  • Western Asset High Yield Defined Opportunity Fund Inc. (HYI)
  • Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX)

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