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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+0.46% 3 years+9.91%
3 months-0.45% 5 years+12.34%
1 year+14.89% Since inception+8.31%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.34%+11.55%
Expense ratio1.29%1.15%
Risk 5 year sharpe ratio1.001.00
Net assets$152.9M$3.0B
Average market cap$35.9B$101.4B
Average P/E24.226.1
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. stock93.25%
International stock4.44%
Fixed income1.62%
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 Visa5.73%
SCHW Charles Schwab5.58%
CMCSA Comcast4.98%
AMZN Amazon4.84%
CME CME Group Inc4.84%
FB Facebook4.46%
SPGI S&P Global Inc4.17%
SIRI Sirius XM Holdings Inc4.02%
GOOG Google3.99%
SLB Schlumberger3.89%