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.
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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.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
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.
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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
Price To Earning | 19.45 X | ||||
Price To Book | 2.40 X | ||||
Price To Sales | 1.73 X | ||||
Total Asset | 12.28 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 1.50 % | ||||
One Year Return | 12.51 % | ||||
Three Year Return | 0.45 % | ||||
Five Year Return | 6.65 % | ||||
Ten Year Return | 7.13 % | ||||
Net Asset | 15.9 B | ||||
Last Dividend Paid | 0.21 | ||||
Cash Position Weight | 3.39 % | ||||
Equity Positions Weight | 96.61 % |
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.
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Try AI Portfolio ArchitectCheck 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.
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