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Highland Premier Growth Equity Fund Class A (HPEAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital and future income rather than current income. The fund seeks to achieve its investment objectives by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks. It invests primarily in a limited number of large- and medium-sized companies (meaning companies with a market capitalization of $2 billion or more) that the portfolio manager believes have above-average growth histories and/or growth potential.


1 month+2.28% 3 years+11.35%
3 months+4.26% 5 years+13.35%
1 year+17.83% Since inception+8.62%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.35%+13.70%
Expense ratio1.29%1.12%
Risk 5 year sharpe ratio1.111.22
Net assets$156.3M$3.3B
Average market cap$39.8B$118.6B
Average P/E7.726.8
Portfolio turnover77%77%

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Fund Management and Purchase Info

Fund familyHighland Funds
Fund manager & tenureJames Dondero / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock95.79%
Fixed income4.01%
International stock3.28%
Top 5 Sectors
Portfolio weighting
Financial service 17.81%
Healthcare 15.15%
Telecommunication 14.64%
Consumer service 11.67%
Business service 8.94%
Top 10 Holdings
Portfolio weighting
V Visa6.27%
CMCSA Comcast5.81%
GOOG Google4.86%
AMZN Amazon4.85%
SPGI S&P Global Inc4.39%
SCHW Charles Schwab4.31%
CME CME Group Inc4.18%
INTU Intuit3.90%
AAPL Apple3.85%
SIRI Sirius XM Holdings Inc3.65%