Highland Small is trading at 6.05 as of the 23rd of March 2025; that is 0.82% down since the beginning of the trading day. The fund's open price was 6.1. Highland Small has about a 23 % 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 23rd of December 2024 and ending today, the 23rd of March 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 Small Cap Equity [HSZYX] is traded in USA and was established 23rd of March 2025. Highland Small 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 0.16% with the current yeild of 0.02%, while the total return for the last 3 years was -11.42%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Highland Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Highland Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Highland Small Cap Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Highland Small Cap Equity Mutual Fund Constituents
Other Information on Investing in Highland Mutual Fund
Highland Small 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 security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance