HPEYX : Highland Socially Responsible Equity Fund Class Y

HPEYX is a US Stocks Market Large Growth with HIGH fees.

HPEYX

Highland Socially Responsible Equity Fund Class Y

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

26% FI Score
  • hpeyx
  • Mutual Fund
  • US Stocks
  • Large Growth

Highland Socially Responsible Equity Fund Class Y

Expenses: 1.13% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital and future income rather than current income. The fund seeks to achieve its investment objectives by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks. It may invest in equity securities of issuers of any market capitalization. The fund also may invest to a lesser extent in securities of foreign (non-U.S.) issuers and debt securities.

Largest Holdings

Amount Holding
9.14% Microsoft Corp
7.09% Highland Merger Arbitrage Z
5.77% Alphabet Inc A
4.22% Citrix Systems Inc
3.94% Vertex Pharmaceuticals Inc
3.76% Advanced Micro Devices Inc
3.71% Gilead Sciences Inc
3.31% Facebook Inc A
3.14% Biogen Inc
3.00% Newmont Corp
2.44% Progressive Corp
2.40% Visa Inc Class A
2.37% Procter & Gamble Co
2.29% Clorox Co
2.24% The Kroger Co
2.06% Intel Corp
2.00% Mastercard Inc A
1.87% Verizon Communications Inc
1.86% NortonLifeLock Inc
1.85% The Home Depot Inc
1.75% NVIDIA Corp
1.66% Merck & Co Inc
1.61% Domino's Pizza Inc
1.55% NexPoint Strategic Opportunities Fund

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