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HLMGX Harding Loevner Global Equity Advisor

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Fund HLMGX Harding Loevner Global Equity Advisor DODWX Dodge & Cox Global Stock  
Similarity
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100% 88%
Annual Fees
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$124.49
(1.18% Exp. Ratio)
$66.47
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,939.32 $41,269.35
Est. savings over 30 yrs +$6,330.03
Return
As of 11/30/16
1 YR RETURN 1.39%
3 YR 4.66%
5 YR 8.87%
10 YR 5.44%
1 YR RETURN 11.11%
3 YR 4.81%
5 YR 12.59%
10 YR --
Description
The investment seeks long-term capital appreciation. The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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