Highland Small Cap Equity Fund Quote
| HSZCX Fund | USD 3.16 0.00 0.00% |
PerformanceFair
| Odds Of DistressLow
|
Highland Small is trading at 3.16 as of the 12th of September 2025; that is No Change since the beginning of the trading day. The fund's open price was 3.16. Highland Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of August 2025 and ending today, the 12th of September 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 | 30th of September 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Highland Small Cap Equity [HSZCX] is traded in USA and was established 12th of September 2025. Highland Small 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 4.35% with the current yeild of 0.02%, while the total return for the last 3 years was -6.11%.
Check Highland Small 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
| JCAP | Jefferson Capital, Common | Stock | REIT—Industrial | |
| SBGI | Sinclair Broadcast Group | Stock | Communication Services | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| CYH | Community Health Systems | Stock | Health Care | |
| MOH | Molina Healthcare | Stock | Health Care | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| ET | Energy Transfer LP | Stock | Energy | |
| TNA | Direxion Daily Small | Etf | Trading--Leveraged Equity |
Highland Small Cap Risk Profiles
| Mean Deviation | 0.5636 | |||
| Semi Deviation | 0.4564 | |||
| Standard Deviation | 0.7336 | |||
| Variance | 0.5381 |
Highland Small Against Markets
Other Information on Investing in Highland Mutual Fund
Highland Small 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 security.
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