Harding Loevner Global Equity Portfolio - HARDING LOEVNER FUNDS INC
Shareclass
Harding Loevner Global Equity Portfolio Institutional (HLMVX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Harding Loevner Global Equity Portfolio - HARDING LOEVNER FUNDS INC
FUND COVERAGE
# of holdings52
% of assets85%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.24%$1.32M
- 2. Haleon PLC1.58%$8.77M
- 3. Schneider Electric SE3.33%$18.49M
- 4. Shell PLC1.06%$5.87M
- 5. Accenture PLC1.53%$8.48M
- 6. Johnson & Johnson1.2%$6.7M
- 7. Northrop Grumman Corp1.06%$5.88M
- 8. Vertex Pharmaceuticals Inc2.2%$12.24M
- 9. SAP SE0.97%$5.39M
- 10. Microsoft Corp3.68%$20.46M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. HEICO Corp1.25%$6.94M
- 2. Keyence Corp0.88%$4.9M
- 3. Trade Desk Inc/The0.48%$2.67M
- 4. Atkore Inc0.74%$4.13M
- 5. Broadcom Inc1.85%$10.27M
- 6. Fabrinet0.96%$5.32M
- 7. Alimentation Couche-Tard Inc0.89%$4.95M
- 8. AMETEK Inc1.09%$6.05M
- 9. Sony Group Corp2.06%$11.47M
- 10. Booking Holdings Inc2.49%$13.84M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Harding Loevner Global Equity Portfolio - HARDING LOEVNER FUNDS INC
Totals
Holdings
Assets
Weight
Prisons
6.0
$88.24M
16%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
7.0
$96.52M
17%
Borders high risk
1.0
$5.88M
1.06%
Total
8.0
$102.6M
18%
Holdings — 8 flagged holdings
1.
Alphabet Inc
:$27.37M
4.92%
2.
Amazon.com Inc
:$22.18M
3.99%
3.
Microsoft Corp
:$20.46M
3.68%
4.
Accenture PLC
:$8.48M
1.53%
5.
Thermo Fisher Scientific Inc
:$6.7M
1.21%
6.
Elevance Health Inc
$6.08M
1.09%
7.
Northrop Grumman Corp
:$5.88M
1.06%
8.
Equifax Inc
:$5.45M
0.98%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Harding Loevner Global Equity Portfolio - HARDING LOEVNER FUNDS INC HLMVX
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Social
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