Highland Small Cap Equity Fund Quote

HSZYX Fund  USD 6.72  0.03  0.44%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Highland Small-cap is trading at 6.72 as of the 15th of July 2025; that is 0.44% down since the beginning of the trading day. The fund's open price was 6.75. Highland Small-cap has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 15th 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 small-cap companies, plus borrowing for investment purposes. More on Highland Small Cap Equity

Moving together with Highland Mutual Fund

  0.84HHCAX Highland LongshortPairCorr
  0.84HHCCX Highland LongshortPairCorr
  0.97HMEZX Highland Merger ArbitragePairCorr

Highland Mutual Fund Highlights

Fund ConcentrationHighland Funds, Large Funds, Small Blend Funds, Small Blend, Highland Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Highland Small Cap Equity [HSZYX] is traded in USA and was established 15th 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 5.46% with the current yeild of 0.02%, while the total return for the last 3 years was -5.41%.
Check Highland Small-cap Probability Of Bankruptcy

Instrument Allocation

Top Highland Small Cap Equity Mutual Fund Constituents

PDCOPatterson CompaniesStockHealth Care
EGFEYEurobank Ergasias SAPink SheetBanks—Regional
ALBKYAlpha Bank SAPink SheetBanks—Regional
TNADirexion Daily SmallEtfTrading--Leveraged Equity
IRTIndependence Realty TrustStockReal Estate
SBGISinclair Broadcast GroupStockCommunication Services
WTWWillis Towers WatsonStockFinancials
MOHMolina HealthcareStockHealth Care
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Highland Small Cap Risk Profiles

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.
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