HEOZX : Highland Long/Short Equity Fund Class Z

HEOZX is a Alternatives Market Short with HIGH fees.

HEOZX

Highland Long/Short Equity Fund Class Z

FI Score

21 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

21% FI Score
  • heozx
  • Mutual Fund
  • Alternatives
  • Short

Highland Long/Short Equity Fund Class Z

Expenses: 2.71% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Fund Summary

The investment seeks consistent, above-average total returns primarily through capital appreciation, while the advisor also attempts to preserve capital and mitigate risk through hedging activities. The fund seeks to achieve its investment objective by investing at least 80% of the value of its total assets (net assets plus the amount of any borrowings for investment purposes) under normal circumstances in equity securities. It is non-diversified.

Largest Holdings

Amount Holding
15.92% Highland Merger Arbitrage Z
5.87% SPDR® S&P Regional Banking ETF
4.92% Omnova Solutions Inc
4.65% Forty Seven Inc
4.41% Fidelity National Information Services Inc
4.21% Facebook Inc A
4.12% Motorola Solutions Inc
3.71% Visa Inc Class A
3.66% S&P Global Inc
3.29% Tectonic Financial Inc Series B
3.23% Carolina Financial Corp
3.18% Mastercard Inc A
3.04% Allergan PLC
2.86% CDK Global Inc
2.79% Apple Inc
2.60% Legg Mason Inc
2.46% Microsoft Corp
2.39% StoneCo Ltd
2.38% Waste Connections Inc
2.27% Amazon.com Inc

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