HSZCX : Highland Small-Cap Equity Fund Class C

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

HSZCX

Highland Small-Cap Equity Fund Class C

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
  • hszcx
  • Mutual Fund
  • US Stocks
  • Small Blend

Highland Small-Cap Equity Fund Class C

Expenses: 3.44% (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

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