Morningstar

Harding Loevner International Small Companies Portfolio Institutional Class Z HLRZX

Morningstar Medalist Rating
Medalist Rating as of | See Harding Loevner Investment Hub
  • NAV / 1-Day Return 19.96  /  +0.40 %
  • Total Assets 171.0M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.42%
  • Turnover 31%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:14 AM GMT+0

Morningstar’s Analysis HLRZX

Will HLRZX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HLRZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HLRZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HLRZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harding Loevner Intl Small Coms Instl Z holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HLRZX

More HLRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Clarkson PLC

2.94 5M
Industrials

Rubis SCA Shs from split

2.69 5M
Energy

Cranswick PLC

2.17 4M
Consumer Defensive

Diploma PLC

2.14 4M
Industrials

Kinaxis Inc

2.12 4M
Technology

Hoa Phat Group JSC

1.99 3M
Basic Materials

KWS SAAT SE & Co KGaA

1.96 3M
Basic Materials

Aspeed Technology Inc

1.95 3M
Technology

Silergy Corp

1.87 3M
Technology

Baltic Classifieds Group PLC

1.83 3M
Communication Services

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