This website is designed for display in modern browsers. Your browser is not currently supported. Please use the latest version of Chrome, Opera, Firefox, Safari or Edge.

AMG logo
Corporate Site About AMG Inc.
  • Contact Us
    • Investment Professionals
    • Strategic Relationship Group
    • Individual Investors
    • Media
  • Account Access
    • AMG Funds
    • AMG Pantheon Fund
AMG Wealth
  • Products
    • Mutual Funds & Alternatives
      • BY OVERALL MORNINGSTAR RATING
        • 4 and 5 Star
        • 3+ Star
        • VIEW ALL RATED
      • BY ASSET CLASS
        • Equity
          • U.S. All Cap
          • U.S. Large Cap
          • U.S. Mid-Cap
          • U.S. Small Cap
          • Global Equity
          • International Equity
        • Fixed Income
          • Taxable Fixed Income
          • Municipal Bond
        • Sustainability
        • Alternative
          • Private Equity
          • Managed Futures
        • VIEW ALL FUNDS
    • Separately Managed Accounts
      • Separately managed accounts (SMAs) provide exclusive access to AMG's broad range of investment strategies customized for your clients.
      • LEARN MORE
  • Affiliates
        • Affiliates

        • Explore the independent, partner-led investment firms that manage our broad array of mutual funds and SMAs.

          Select a logo to learn more about that Affiliate.

        • VIEW ALL AFFILIATES
      • Beutel Goodman
        • Beutel Goodman
      • Boston Common Asset Management
        • Menu Item
      • frontier-capital
        • frontier-capital
      • GW&K_Vertical_cmyk_600px-240px
        • GW&K_Vertical_cmyk_600px-240px
      • harding
        • harding
      • jackson-square
        • jackson-square
      • montrusco-bolton
        • montrusco-bolton
      • pantheon-menugrid1
        • pantheon-affiliatemenu-grid
      • renaissance-investmangment-capital
        • renaissance-investmangment-capital
      • RiverRoad_Logo_Navy_600x240
        • RiverRoad_Logo_Navy_600x240
      • Systematica
        • Systematica
      • TimesSquare_2024 Logo_Transparent
        • Menu Item
      • tweedy-browne
        • tweedy-browne
      • veritas-asset-managment
        • veritas-asset-managment
      • yacktman-asset-managment
        • yacktman-asset-managment
  • Research & Insights
    • Research & Insights
      • Explore client engagement resources, advisor focused insights, and expert views from our Affiliates.
      • Investment Insights – Investment ideas and product solutions
      • Affiliate Perspectives – Market commentary and macro views from our network of independent managers
      • Investor Engagement – Client education on diversification, international investing and more
      • VIEW ALL RESEARCH & INSIGHTS
    • Featured
      • See our most recent investment and planning ideas.
      • Investing Without Borders
      • Keep Calm & Remain Diversified
      • Yacktman: Celebrating 30 Years of Navigating Market Cycles
  • Blog
    • Blog
      • Explore the independent thinking of our Affiliates.
      • LEARN MORE
    • Latest Posts
        • The International Valuation Disconnect
        • A Rotation in the Stock Market
        • Is China’s Rally Sustainable?
        • Where Will Real Yields Go?
        • Is Japan Back?
        • It’s Been a Big Market Rally – What’s Next?
  • Resources
    • Literature
      • Download product information and regulatory documents.
      • VIEW PRODUCT LITERATURE
    • Investor Resources
      • Access to ADV forms, account maintenance, and applications.
      • FORMS & APPLICATIONS
      • Access to distributions, tax resources, and form 8937.
      • DISTRIBUTIONS & TAX RESOURCE CENTER
    • Account Access
      • Access your AMG Funds account. View your account balance and transaction history. Purchase or redeem shares.
      • AMG Funds
      • AMG Pantheon Fund
  • Products
    Products
    • Funds & Alternatives
      • BY OVERALL MORNINGSTAR RATING
      • 4 and 5 Star
      • 3+ Star
      • View All Rated
      • BY ASSET CLASS
      • Equity
        • U.S. All Cap
        • U.S. Large Cap
        • U.S. Mid-Cap
        • U.S. Small Cap
        • Global Equity
        • International Equity
      • Fixed Income
        • Taxable Fixed Income
        • Municipal Bond
      • Alternative
        • Private Equity
      • Allocation
      • Sustainability
    • View All Funds
    • Separately Managed Accounts
  • Affiliates
    Affiliates
    • View All Affiliates
    • Beutel Goodman
    • Boston Common Asset Management
    • Frontier Capital Management
    • GW&K Investment Management
    • Harding Loevner
    • Jackson Square Partners
    • Montrusco Bolton Investments
    • Pantheon
    • Renaissance Investment Management
    • River Road Asset Management
    • TimesSquare Capital Management
    • Tweedy, Browne
    • Veritas Asset Management
    • Yacktman Asset Management
    • View All Affiliates
  • Research & Insights
    Research & Insights
    • Research & Insights
      • Explore client engagement resources, advisor focused insights and expert views from our affiliates.
      • Investment Insights – Investment ideas and product solutions
      • Affiliate Perspectives – Market commentary and macro views from our network of independent managers
      • Investor Engagement – Client education on diversification, international investing and more
    • View All Research & Insights
    • Featured
      • See our most recent investment and planning ideas.
      • Keep Calm & Remain Diversified
      • Tweedy, Browne Company: 100 Years of Value Investing
      • Yacktman: Celebrating 30 Years of Navigating Market Cycles
  • Blog
    Blog
    • Explore the independent thinking and insights from AMG and our Affiliates
    • Learn More

    • Latest Posts

      The International Valuation Disconnect
      A Rotation in the Stock Market
      Is China’s Rally Sustainable?
      Where Will Real Yields Go?
      Is Japan Back?
      It’s Been a Big Market Rally – What’s Next?
  • Resources
    Resources
    • View all Resources
    • Literature
    • Investor Resources
      • Access to ADV forms, account maintenance and applications
      • Forms & Applications
      • Access to distributions, tax resources and form 8937
      • Distributions & Tax Resource Center
    • Account Access
      • Access your AMG Wealth account. View your account balance and transaction history. Purchase or redeem shares.
      • AMG Wealth
      • AMG Pantheon Fund
  • Account Access
    Account Access
    • AMG Wealth
    • AMG Pantheon Fund

HLGZXHarding Loevner Global Equity Portfolio

AMG Wealth Home/Products/Harding Loevner Global Equity Portfolio (HLGZX)

About the Affiliate

About Yacktman Special Opportunities Fund (YASLX)

Learn More About Yacktman Special Opportunities Fund (YASLX)'s Approach

FOUNDED

AMG AFFILIATE SINCE

HEADQUARTERS

Portfolio Managers

Jingyi Li

PORTFOLIO MANAGER

Read full bio
Scott Crawshaw

PORTFOLIO MANAGER

Read full bio
Richard Schmidt, CFA

PORTFOLIO MANAGER

Read full bio

Stay up-to-date

Sign up to receive our latest views and thinking, in addition to other news and product-related information.

CHOOSE SUBSCRIPTIONS
AMG logo AMG Inc.
  • Shareholders 800.548.4539
  • Financial Professionals 800.368.4410
  • Products
  • Funds & Alternatives
  • Separately Managed Accounts
  • Affiliates
  • Research & Insights
  • Investment Insights
  • Affiliate Perspectives
  • Investor Engagement
  • Blog
  • Resources
  • Literature
  • Forms & Applications
  • Tax Information
  • Contact Us
Engage with us:

© Copyright 2024 AMG Funds LLC. All rights reserved.

  • Disclosures
  • Terms & Conditions
  • Privacy
  • FINRA BrokerCheck
  • Business Continuity

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.548.4539 or download a free prospectus. Read it carefully before investing or sending money.

Diversification does not guarantee a profit or protect from loss in a declining market.

Mutual fund investing involves risk. Principal loss is possible. The Portfolio invests in foreign securities, which will involve greater volatility and political, economic, and currency risks and differences in accounting methods. It also invests in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities. Such risks may be magnified for securities in frontier emerging markets. Investing in participation notes involve the same risks associated with a direct investment in the underlying security, currency or market.

It is not possible to invest directly in an index.

While the fund is no-load, management & other expenses still apply. Please refer to the Prospectus for more information.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund’s fees. Without such waiver, the Rankings may have been lower. Past performance is no guarantee of future results.

©2023 Morningstar, Inc. All Rights Reserved. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar, its content providers nor the AMG Funds are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Harding Loevner Funds are distributed by Quasar Distributors, LLC. AMG Distributors, Inc. provides support on a wholesale basis related to making the Harding Loevner Funds available through various intermediaries. Quasar Distributors, LLC is not affiliated with AMG Funds LLC or AMG Distributors, Inc.

The Morningstar Medalist Rating™ is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar’s conviction in those products’ investment merits and determines the Medalist Rating they’re assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst’s qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly. For more detailed information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures.

The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.

The Fund’s Investment Manager has contractually agreed, through February 28, 2020, to limit fund operating expenses. The net expense ratio reflects this limitation, while the gross expense ratio does not. Please refer to the Fund’s prospectus for additional information on the Fund’s expenses.

Click here to view Index Definitions. Unlike the Fund, indicies are unmanaged, not available for investment and do not incur expenses.

Click here to view the Glossary of Terms

Back To Top

You Are Now Leaving the AMG Website.

Please click OK below to leave the AMG website and proceed to the selected site. AMG does not endorse this web site, its sponsor, or any of the policies, activities, products or services offered on the site, or by any advertiser on the site. AMG takes no responsibility for the accuracy or factual correctness of any information posted to third party sites.

OK

Exclusive Advisor Content

Please validate that you are an investment professional by submitting your business email.

Please enter a valid email address