Harding Loevner International Fund Buy Hold or Sell Recommendation
| HLIZX Fund | USD 25.46 0.55 2.11% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Harding Loevner International is 'Strong Hold'. Macroaxis provides Harding Loevner buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding HLIZX positions. The advice algorithm takes into account all of Harding Loevner's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Harding Loevner's buy or sell advice are summarized below:
Real Value 25.98 | Hype Value 26.01 | Market Value 25.46 | Naive Value 26.09 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Harding Loevner International given historical horizon and risk tolerance towards Harding Loevner. When Macroaxis issues a 'buy' or 'sell' recommendation for Harding Loevner International, the advice is generated through an automated system that utilizes algorithms and statistical models.
Harding |
Execute Harding Loevner Buy or Sell Advice
The Harding recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Harding Loevner International. Macroaxis does not own or have any residual interests in Harding Loevner International or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Harding Loevner's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Harding Loevner Trading Alerts and Improvement Suggestions
| The fund generated three year return of -1.0% | |
| Harding Loevner Inte retains 97.11% of its assets under management (AUM) in equities |
Harding Loevner Returns Distribution Density
The distribution of Harding Loevner's historical returns is an attempt to chart the uncertainty of Harding Loevner's future price movements. The chart of the probability distribution of Harding Loevner daily returns describes the distribution of returns around its average expected value. We use Harding Loevner International price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Harding Loevner returns is essential to provide solid investment advice for Harding Loevner.
| Mean Return | 0.01 | Value At Risk | -1.53 | Potential Upside | 1.12 | Standard Deviation | 0.71 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Harding Loevner historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Harding Loevner Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Harding Loevner or Harding Loevner sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Harding Loevner's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Harding fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.05 | |
β | Beta against NYSE Composite | 0.87 | |
σ | Overall volatility | 0.66 | |
Ir | Information ratio | -0.08 |
Harding Loevner Volatility Alert
Harding Loevner International has low volatility with Treynor Ratio of 0.0, Maximum Drawdown of 2.74 and kurtosis of 1.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Harding Loevner's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Harding Loevner's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Harding Loevner Fundamentals Vs Peers
Comparing Harding Loevner's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Harding Loevner's direct or indirect competition across all of the common fundamentals between Harding Loevner and the related equities. This way, we can detect undervalued stocks with similar characteristics as Harding Loevner or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Harding Loevner's fundamental indicators could also be used in its relative valuation, which is a method of valuing Harding Loevner by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Harding Loevner to competition |
| Fundamentals | Harding Loevner | Peer Average |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 0.96 % | 0.39 % |
| One Year Return | 4.92 % | 4.15 % |
| Three Year Return | (1.36) % | 3.60 % |
| Five Year Return | 5.27 % | 3.24 % |
| Ten Year Return | 7.16 % | 1.79 % |
| Net Asset | 13.58 B | 4.11 B |
| Minimum Initial Investment | 10 M | 976.16 K |
| Last Dividend Paid | 0.23 | 0.65 |
| Cash Position Weight | 2.89 % | 10.61 % |
| Equity Positions Weight | 97.11 % | 63.90 % |
Harding Loevner Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Harding . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 25.46 | |||
| Day Typical Price | 25.46 | |||
| Price Action Indicator | (0.28) | |||
| Period Momentum Indicator | (0.55) |
About Harding Loevner Buy or Sell Advice
When is the right time to buy or sell Harding Loevner International? Buying financial instruments such as Harding Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Harding Loevner in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Harding Loevner Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Harding Loevner Inte information on this page should be used as a complementary analysis to other Harding Loevner's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.