HLMCX — Chinese Equity Portfolio

Data updated: 2026-01-13

HLMCX — Chinese Equity Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Alternative · $3.52M AUM · 1.16% expense ratio · 26.0% 1-yr return. From SEC regulatory filings.

HLMCX Fund Overview

HLMCX — Chinese Equity Portfolio is a US mutual fund managed by Harding Loevner Funds INC, categorised as Alternative. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Harding Loevner Funds INC
  • Category: Alternative
  • Assets under management: $3.52M
  • 1-year return: 26.0%
  • Ticker: HLMCX
  • SEC CIK: 0001018170
  • SEC series ID: S000070285
  • Share class ID: C000223577

HLMCX Holdings

Top 1 holdings of Chinese Equity Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Northern Institutional Funds100.67%

View all HLMCX holdings

HLMCX Portfolio Allocation

Asset-class allocation of Chinese Equity Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Cash & Equivalents100.7%

HLMCX Performance

Total returns for HLMCX (as of 2026-08-01), from SEC filings.

PeriodTotal return
1 year26.0%
3 years (annualised)11.7%

HLMCX Risk Information

Risk metrics for HLMCX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 13.1%

HLMCX Costs and Fees

HLMCX costs about $116 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.16%
  • Gross expense ratio: 4.12%
  • Portfolio turnover: 31%
  • Brokerage commissions: 10.27 bps of average net assets (SEC N-CEN)

HLMCX Cashflows

Over the 12 months to 2025-10, Chinese Equity Portfolio had net outflows of $52.30K, from monthly SEC N-PORT filings.

MonthNet flow
2025-10−$34.52K
2025-09−$19.27K
2025-08$0
2025-07$740
2025-06$40
2025-05$40

HLMCX Debt Constituents

No individual debt constituents are reported in Chinese Equity Portfolio's latest SEC N-PORT filing.

HLMCX Prospectus and SEC Filings

Official Chinese Equity Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Alternative funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.