Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Harding Loevner Emerging Markets Advisor  HLEMX
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Below Avg Above Avg 717
5-Year Low Above Avg 654
10-Year Low Above Avg 419
Overall Low Above Avg 717
Morningstar Category: Diversified Emerging Mkts | Number of Funds in Category: 717
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 18.85
Mean -11.01
Sharpe Ratio -0.68
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
MSCI EM NR USD
R-Squared 87
Beta 1.00
Alpha -4.94
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Market/Market Volatility, Depositary Receipts, China Region, Financials Sector
Show Risk Definitions
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.