Highland Small Cap Equity Fund Quote
| HSZAX Fund | USD 5.73 0.09 1.55% |
PerformanceSolid
| Odds Of DistressLow
|
Highland Small-cap is trading at 5.73 as of the 4th of July 2025; that is 1.55% down since the beginning of the trading day. The fund's open price was 5.82. Highland Small-cap has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 5th of April 2025 and ending today, the 4th of July 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
Moving together with Highland Mutual Fund
Highland Mutual Fund Highlights
| Fund Concentration | Highland Funds, Large Funds, Small Blend Funds, Small Blend, Highland Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Highland Small Cap Equity [HSZAX] is traded in USA and was established 4th of July 2025. Highland Small-cap 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 0.18% with the current yeild of 0.02%, while the total return for the last 3 years was -10.62%.
Check Highland Small-cap Probability Of Bankruptcy
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
| CHRS | Coherus BioSciences | Stock | Health Care | |
| EGFEY | Eurobank Ergasias SA | Pink Sheet | Banks—Regional | |
| HRTX | Heron Therapeuti | Stock | Health Care | |
| HGLB | Highland Global Allocation | Fund | World Allocation | |
| ET | Energy Transfer LP | Stock | Energy | |
| NXDT | NexPoint Strategic Opportunities | Stock | Real Estate | |
| CYH | Community Health Systems | Stock | Health Care | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary |
Highland Small Cap Risk Profiles
| Mean Deviation | 0.8119 | |||
| Semi Deviation | 1.23 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 |
Highland Small-cap Against Markets
Other Information on Investing in Highland Mutual Fund
Highland Small-cap 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-cap security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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