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+1.23% 3 years+10.09%
3 months+3.67% 5 years+14.69%
1 year+21.74% Since inception+8.93%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.69%+15.29%
Expense ratio1.39%1.11%
Risk 5 year sharpe ratio1.181.29
Net assets$158.3M$3.7B
Average market cap$23.7B$151.4B
Average P/E7.928.2
Portfolio turnover83%83%

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Fund Management and Purchase Info

Fund familyHighland Funds
Fund manager & tenureJames Dondero / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.46%
International stock3.21%
Fixed income2.34%
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 Visa6.52%
CIT CIT Group Inc6.10%
AMZN Amazon5.51%
SPGI S&P Global Inc4.79%
CJ C&J Energy Services Inc4.76%
CMCSA Comcast4.64%
URI United Rentals Inc4.59%
GOOG Google4.41%
FTNT Fortinet Inc4.11%
SBGI Sinclair Broadcast Group Inc4.05%