HSZAX : Highland Small-Cap Equity Fund Class A

HSZAX is a US Stocks Market Small Blend with HIGH fees.

HSZAX

Highland Small-Cap Equity Fund Class A

FI Score

10 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

10% FI Score
  • hszax
  • Mutual Fund
  • US Stocks
  • Small Blend

Highland Small-Cap Equity Fund Class A

Expenses: 2.69% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks, of small-cap companies, plus borrowing for investment purposes. The manager defines a small-cap company as one with a market capitalization that falls between (a) the bottom range of the S&P Small-Cap 600 Index ("Small-Cap 600 Index") and (b) the greater of either the top range of the Small-Cap 600 Index or $7.0 billion.

Largest Holdings

Amount Holding
8.26% Eurobank Ergasias Services And Holdings SA ADR
8.05% Coherus BioSciences Inc
7.55% Alpha Bank AE ADR
7.53% MPM HOLDINGS ESCROW
5.90% NexPoint Strategic Opportunities Fund
5.88% National Bank of Greece SA
5.39% Braemar Hotels & Resorts Inc B
3.97% NexPoint Residential Trust Inc
3.04% Portola Pharmaceuticals Inc
3.03% Science Applications International Corp
2.68% SS&C Technologies Holdings Inc
2.61% Independence Realty Trust Inc
2.52% Cannae Holdings Inc Ordinary Shares
2.39% Luxfer Holdings PLC
2.29% Collegium Pharmaceutical Inc
2.13% PRA Health Sciences Inc
2.05% Spirit Realty Capital Inc
1.97% Energy Transfer LP
1.96% Charles River Laboratories International Inc
1.90% Ebix Inc
1.79% Heron Therapeutics Inc
1.73% Sensient Technologies Corp
1.62% Molina Healthcare Inc
1.55% Gentherm Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo