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 Dow Down 0.02% Nasdaq Down 0.04%

Highland Small-Cap Equity R (HSZRX)

15.31 Up 0.02(0.13%) Jul 24
Prev Close:15.29
YTD Return*:5.24%
Net Assets*:41.96M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HSZRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
RJF2.47-1.61
PKG2.4715.42
JAH2.45-2.75
ODFL2.4221.41
MD2.299.55

Fund Basics

Morningstar Overall Rating:
Total Assets:41.96M
Category:Small Growth
Annual Report Expense Ratio (net):1.99%

Performance & Risk

YTD Return:5.24%
5y Avg Return:19.89%
Rank in Category (ytd):7
% Rank in Category (ytd):0.95%
Beta (3y):1.10
Morningstar Risk Rating:1

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 fund uses an investment strategy that combines growth, value and core investment management styles. View More
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