CEFZX vs HLEMX

Both CEFZX and HLEMX are mutual funds. CEFZX has a lower 5-year return than HLEMX (-1.08% vs 8.5%). Below is the comparison between CEFZX and HLEMX.

CEFZX HLEMX
Security Type Mutual fund Mutual fund
Segment International Equity: Diversified Emerging Market International Equity: Diversified Emerging Market
Family Columbia Harding Loevner
Net Assets N/A $3.76B
Expense Ratio N/A 1.36%
Management Style active active
Dividend Yield N/A 0.33%
Minimum Investment N/A N/A
YTD Return -14.19% 1.48%
1-Year Return 25.73% -2.13%
3-Year Return -1.31% 11.85%
5-Year Return -1.08% 8.50%
10-Year Return N/A 6.90%

CEFZX description

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CEFZX performance & returns

YTD Return -14.19%
1-Month Return 5.57%
3-Month Return 25.73%
1-Year Return 25.73%
3-Year Return -1.31%
5-Year Return -1.08%
10-Year Return N/A
CEFZX expense ratio is N/A.

CEFZX holdings

Top 10 Holdings (35.91% of Total Assets)

Name Symbol % Assets
mini MSCI Emerging Markets Index Futures June20 MMEM0 4.21%
Koh Young Technology Inc 098460.KS 3.91%
Voltronic Power Technology Corp 6409.TW 3.86%
Sinbon Electronics Co Ltd 3023.TW 3.86%
Largan Precision Co Ltd 3008.TW 3.71%
Parade Technologies Ltd 4966.TW 3.62%
DoubleUGames Co Ltd 192080.KS 3.28%
New Oriental Education & Technology Group Inc ADR EDU 3.26%
A-Living Services Co Ltd Class H 03319 3.12%
Korea Investment Holdings Co Ltd 071050.KS 3.08%

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HLEMX description

The Fund seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets. Under normal market and economic conditions, the Fund invests primarily in companies that are based in emerging and frontier markets, and normally holds investments across at least 15 countries.

HLEMX performance & returns

YTD Return 1.48%
1-Month Return 1.71%
3-Month Return -2.13%
1-Year Return -2.13%
3-Year Return 11.85%
5-Year Return 8.50%
10-Year Return 6.90%
HLEMX expense ratio is 1.36%.

HLEMX holdings

Top 10 Holdings (34.95% of Total Assets)

Name Symbol % Assets
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.86%
Tencent Holdings Ltd 00700 5.23%
Samsung Electronics Co Ltd GDR SMSN.KS 4.55%
EPAM Systems Inc EPAM 3.50%
Alibaba Group Holding Ltd Ordinary Shares 09988 3.08%
Alibaba Group Holding Ltd ADR BABA 2.97%
LG Household & Health Care Ltd 051900.KS 2.74%
AIA Group Ltd 01299.HK 2.65%
Tata Consultancy Services Ltd TCS.BO 2.30%
Sberbank of Russia PJSC ADR SBER 2.07%

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