Highland Small-cap Financials
| HSZCX Fund | USD 3.15 0.04 1.25% |
Highland |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Highland Small-cap Fund Summary
Highland Small-cap competes with Ashmore Emerging, Institutional Fiduciary, and Usaa Mutual. 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. The advisor defines climate tech as technologies and business models that act to decarbonize the energy, transport, buildings and infrastructure, industry, and agriculture sectors.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Highland Funds II |
| Mutual Fund Family | Highland Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 665 1287 |
| Currency | USD - US Dollar |
Highland Small-cap Key Financial Ratios
Highland Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Highland Small-cap's current stock value. Our valuation model uses many indicators to compare Highland Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Highland Small-cap competition to find correlations between indicators driving Highland Small-cap's intrinsic value. More Info.Highland Small Cap Equity is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Highland Small Cap Equity is roughly 10.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Highland Small-cap's earnings, one of the primary drivers of an investment's value.Highland Small Cap Systematic Risk
Highland Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Highland Small-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Highland Small Cap correlated with the market. If Beta is less than 0 Highland Small-cap generally moves in the opposite direction as compared to the market. If Highland Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Highland Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Highland Small-cap is generally in the same direction as the market. If Beta > 1 Highland Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Highland Small-cap November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Highland Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Highland Small Cap Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Highland Small Cap Equity based on widely used predictive technical indicators. In general, we focus on analyzing Highland Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Highland Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7815 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 5.86 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 1.91 |
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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