Highland Floating Rate Fund Manager Performance Evaluation
| HLFZX Fund | 9.85 0.05 0.51% |
The fund retains a Market Volatility (i.e., Beta) of 0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Highland Floating's returns are expected to increase less than the market. However, during the bear market, the loss of holding Highland Floating is expected to be smaller as well.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Highland Floating Rate are ranked lower than 32 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Highland Floating showed solid returns over the last few months and may actually be approaching a breakup point.
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Highland |
Highland Floating Relative Risk vs. Return Landscape
If you would invest 875.00 in Highland Floating Rate on November 21, 2025 and sell it today you would earn a total of 110.00 from holding Highland Floating Rate or generate 12.57% return on investment over 90 days. Highland Floating Rate is currently producing 0.2021% returns and takes up 0.5011% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Highland, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Highland Floating Current Valuation
Fairly Valued
Today
Please note that Highland Floating's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Highland Floating Rate retains a regular Real Value of USD9.72 per share. The prevalent price of the fund is USD9.85. Our model calculates the value of Highland Floating Rate from evaluating the entity technical indicators and probability of bankruptcy. In general, investors encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Highland Floating is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Highland Mutual Fund. However, Highland Floating's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.85 | Real 9.72 | Hype 9.85 | Naive 9.8 |
The intrinsic value of Highland Floating's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Highland Floating's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Highland Floating Rate helps investors to forecast how Highland mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Highland Floating more accurately as focusing exclusively on Highland Floating's fundamentals will not take into account other important factors: Highland Floating Target Price Odds to finish over Current Price
The tendency of Highland Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.85 | 90 days | 9.85 | about 8.6 |
Based on a normal probability distribution, the odds of Highland Floating to move above the current price in 90 days from now is about 8.6 (This Highland Floating Rate probability density function shows the probability of Highland Mutual Fund to fall within a particular range of prices over 90 days) .
Highland Floating Price Density |
| Price |
Predictive Modules for Highland Floating
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Highland Floating Rate. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Highland Floating Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Highland Floating is not an exception. The market had few large corrections towards the Highland Floating's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Highland Floating Rate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Highland Floating within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.34 | |
σ | Overall volatility | 0.41 | |
Ir | Information ratio | 0.23 |
Highland Floating Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Highland Floating for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Highland Floating Rate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Highland is showing solid risk-adjusted performance over 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
Highland Floating Fundamentals Growth
Highland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Highland Floating, and Highland Floating fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Highland Mutual Fund performance.
About Highland Floating Performance
Evaluating Highland Floating's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Highland Floating has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Highland Floating has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in companies that are based in frontier emerging markets, including the smaller traditionally-recognized emerging markets. It invests at least 80 percent of its net assets in frontier emerging market securities, and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund invests at least 65 percent of its total assets in common stocks, preferred stocks, rights, and warrants issued by companies. It also may invest in securities of U.S. companies.Things to note about Highland Floating Rate performance evaluation
Checking the ongoing alerts about Highland Floating for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Highland Floating Rate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Highland is showing solid risk-adjusted performance over 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Highland Floating's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Highland Floating's stock is overvalued or undervalued compared to its peers.
- Examining Highland Floating's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Highland Floating's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Highland Floating's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Highland Floating's mutual fund. These opinions can provide insight into Highland Floating's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Highland Mutual Fund
Highland Floating 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 Floating security.
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