US Mutual Funds

Global Equity Research Portfolio

The Global Equity Research Portfolio invests worldwide in high-quality, growing companies based on our analysts’ recommendations.

Fact Sheet

Investment Documents

Read more about Harding Loevner's Global Equity Research strategy

Portfolio Managers

Edmund Bellord
Moon Surana, CFA

Performance (%)

Current Pricing

Returns are annualized for periods greater than one year.

Performance data quoted represents past performance; past performance is not a guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Portfolio may be lower or higher than the performance quoted.

Investment performance reflects fee waivers and in the absence of these waivers investment performance would be reduced.

Fund Facts

Portfolio

Distributions

The information in the table above is provided on a per share basis. Actual distributions may differ.
¹August 31, 2023 estimates.
*Information is not available.

Invest in Harding Loevner Funds through your broker or adviser, or directly.

Please click here for Index Definitions.

Mutual fund investing involves risk. Principal loss is possible. The Portfolio invests in foreign securities, which will involve greater volatility and political, economic, and currency risks and differences in accounting methods. It also invests in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities. Such risks may be magnified for securities in frontier emerging markets. Investing in participation notes involve the same risks associated with a direct investment in the underlying security, currency or market. The securities of smaller and medium-sized companies have historically exhibited more volatility with a lower degree of liquidity than larger companies.

Portfolio holdings are subject to review and adjustment in accordance with the Portfolio’s investment strategy and may vary in the future, and should not be considered recommendations to buy or sell any security. The Portfolio is actively managed therefore holdings may not be current.

While the Portfolio is “no load”, management fees and expenses will apply. Please refer to the Prospectus for additional details.

The Harding Loevner Funds are distributed by Quasar Distributors, LLC.