Harding Loevner International Fund Fundamentals

HLMIX Fund  USD 23.25  2.16  1.01%   
Harding Loevner International fundamentals help investors to digest information that contributes to Harding Loevner's financial success or failures. It also enables traders to predict the movement of Harding Mutual Fund. The fundamental analysis module provides a way to measure Harding Loevner's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Harding Loevner mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Harding Ten Year Return Analysis

Harding Loevner's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Current Harding Loevner Ten Year Return

    
  7.13 %  
Most of Harding Loevner's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Harding Loevner International is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition

Harding Loevner Ten Year Return Component Assessment

Based on the latest financial disclosure, Harding Loevner International has a Ten Year Return of 7.13%. This is much higher than that of the Harding Loevner family and significantly higher than that of the Foreign Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.

Harding Loevner Inte Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Harding Loevner's current stock value. Our valuation model uses many indicators to compare Harding Loevner value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Harding Loevner competition to find correlations between indicators driving Harding Loevner's intrinsic value. More Info.
Harding Loevner International is one of the top funds in three year return among similar funds. It is one of the top funds in annual yield among similar funds fabricating about  0.04  of Annual Yield per Three Year Return. The ratio of Three Year Return to Annual Yield for Harding Loevner International is roughly  22.59 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Harding Loevner by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Harding Loevner's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Harding Loevner's earnings, one of the primary drivers of an investment's value.

Harding Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Harding Loevner's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Harding Loevner could also be used in its relative valuation, which is a method of valuing Harding Loevner by comparing valuation metrics of similar companies.
Harding Loevner is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Harding Loevner

The fund consists of 96.61% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Harding Loevner's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Harding Fundamentals

About Harding Loevner Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Harding Loevner International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Harding Loevner using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Harding Loevner International based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. Harding Loevner is traded on NASDAQ Exchange in the United States.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Harding Loevner Piotroski F Score and Harding Loevner Altman Z Score analysis.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Commodity Directory
Find actively traded commodities issued by global exchanges
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Please note, there is a significant difference between Harding Loevner's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harding Loevner is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harding Loevner's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.