| 11.28 Net Asset Value | +0.27% 1 Day | +12.35% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | No Load Sales Expenses | 3.00% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.02% | 3 years | +4.12% | |
| 3 months | +7.84% | 5 years | +5.89% | |
| 1 year | +5.13% | Since inception | +5.75% |
| HHCZX | Category | |
|---|---|---|
| Performance 5-yr return | +5.89% | +2.46% |
| Expense ratio | 3.00% | 1.95% |
| Risk 5 year sharpe ratio | 0.46 | 0.19 |
| Net assets | $32.2M | $410.0M |
| Average market cap | $1.9B | $30.6B |
| Average P/E | 23.3 | 17.0 |
| Portfolio turnover | 1,336% | 1,336% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Highland Funds |
| Fund manager & tenure | Michael Gregory / 3 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $50.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 94.68% |
| Hardware | 2.03% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| ESC Emeritus Corporation | 4.16% |
| -- Nupathe Warrants 8/30/17 Nupathe Warrants 8/30/17 | 4.03% |
| HCA HCA Holdings Inc | 3.38% |
| ICLR Icon PLC | 3.33% |
| GNC GNC Acquisition Holdings Inc | 3.17% |
| WLP WellPoint Inc | 3.13% |
| THC Tenet Healthcare Corp | 3.08% |
| HNT Health Net Inc | 3.06% |
| SDS ProShares UltraShort S&P500 | 2.97% |
| HUM Humana | 2.96% |
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