Harding Loevner Global Equity Portfolio
Shareclass
Harding Loevner Global Equity Inst (HLMVX)
Type
Open-end mutual fund
Manager
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
FUND COVERAGE
# of holdings54
% of assets88%
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. Haleon PLC1.58%$8.97M
- 2. Schneider Electric SE3.06%$17.39M
- 3. Shell PLC1.1%$6.24M
- 4. Accenture PLC Class A1.61%$9.14M
- 5. Johnson & Johnson1.01%$5.74M
- 6. Northrop Grumman Corp0.98%$5.6M
- 7. Globant SA0.43%$2.43M
- 8. Vertex Pharmaceuticals Inc2.36%$13.45M
- 9. SAP SE ADR1.4%$7.99M
- 10. Microsoft Corp4.62%$26.29M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp1.24%$7.04M
- 2. Keyence Corp0.98%$5.57M
- 3. The Trade Desk Inc Class A0.96%$5.44M
- 4. Atkore Inc0.66%$3.73M
- 5. Broadcom Inc1.77%$10.07M
- 6. Alimentation Couche-Tard Inc0.97%$5.49M
- 7. AMETEK Inc0.96%$5.44M
- 8. Synopsys Inc1.88%$10.69M
- 9. Sony Group Corp2.54%$14.42M
- 10. Booking Holdings Inc1.96%$11.16M
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
Totals
Holdings
Assets
Weight
Prisons
3
$76.74M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$97.8M
17%
Borders high risk
1
$5.6M
0.98%
Total
6
$97.8M
17%
Holdings — 6 flagged holdings
1.
Alphabet Inc Class A
:$27.4M
4.82%
2.
Microsoft Corp
:$26.29M
4.62%
3.
Amazon.com Inc
:$23.04M
4.05%
4.
Accenture PLC Class A
:$9.14M
1.61%
5.
Thermo Fisher Scientific Inc
:$6.33M
1.11%
6.
Northrop Grumman Corp
:$5.6M
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 HLMVX
Environment
Social
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