HLMSX Mutual Fund

HLMSX Mutual Fund (Harding Loevner International Small Companies Portfolio Investor Class) is managed by Harding Loevner with $49.2M in net assets. HLMSX expense ratio is 1.30%, holding 87 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-03-26.

HLMSX performance shows a YTD return of 7.84%. The 1-year return is 6.25% and the 5-year return is -0.44%. HLMSX dividend yield stands at 1.13%.

HLMSX top holdings include Clarkson Plc (2.9%), Rubis Sca (2.7%), Cushman & Wakefi (2.2%), Diploma Plc (2.1%), Kinaxis Inc (2.1%). Go to all HLMSX holdings, HLMSX sectors, or HLMSX dividends.

HLMSX can be compared against other funds. Use HLMSX overlap to find shared positions, or HLMSX vs another fund for a side-by-side view. HLMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.