Highland Small Cap Equity Fund Quote

HSZAX Fund  USD 5.46  0.01  0.18%   

Performance

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Odds Of Distress

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Highland Small-cap is trading at 5.46 as of the 27th of February 2025; that is 0.18% up since the beginning of the trading day. The fund's open price was 5.45. Highland Small-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of November 2024 and ending today, the 27th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets under normal circumstances in equity securities, such as common and preferred stocks, of climate tech companies, plus borrowing for investment purposes. More on Highland Small Cap Equity

HIGHLAND Mutual Fund Highlights

Fund ConcentrationHighland Funds, Large Funds, Small Blend Funds, Small Blend, Highland Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Highland Small Cap Equity [HSZAX] is traded in USA and was established 27th of February 2025. Highland Small-cap is listed under Highland Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Highland Funds family. This fund currently has accumulated 9.78 M in assets under management (AUM) with no minimum investment requirementsHighland Small Cap is currently producing year-to-date (YTD) return of 0.18% with the current yeild of 0.02%, while the total return for the last 3 years was -11.48%.
Check Highland Small-cap Probability Of Bankruptcy

Instrument Allocation

Top Highland Small Cap Equity Mutual Fund Constituents

PDCOPatterson CompaniesStockHealth Care
EGFEYEurobank Ergasias SAPink SheetBanks—Regional
ETEnergy Transfer LPStockEnergy
NXRTNexpoint Residential TrustStockReal Estate
KKRKKR Co LPStockFinancials
SBGISinclair Broadcast GroupStockCommunication Services
CYHCommunity Health SystemsStockHealth Care
RAREUltragenyxStockHealth Care
More Details

Highland Small Cap Risk Profiles

Highland Small-cap Against Markets

Other Information on Investing in HIGHLAND Mutual Fund

Highland Small-cap financial ratios help investors to determine whether HIGHLAND Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in HIGHLAND with respect to the benefits of owning Highland Small-cap security.
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