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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1090 | 1105 | 805 | 522 | 768 |
Fund Return | 3.48% | 9% | 10.47% | -6.96% | -12.19% | -2.6% |
Place in category | 622 | 277 | 619 | 589 | 566 | 404 |
% in Category | 100 | 47 | 100 | 100 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Highland Long/Short Healthcare Z | 85.32M | 1.22 | 5.21 | 1.66 | ||
Highland Small Cap Equity A | 4.29M | 4.15 | -6.35 | -1.89 | ||
Highland Small Cap Equity Y | 671.77K | 4.36 | -6.09 | -1.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 15.13B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MPM HOLDINGS ESCROW | - | 19.10 | - | - | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 6.34 | - | - | |
Clearway Energy C | US18539C2044 | 6.04 | 29.14 | -0.14% | |
Atlantica Sustainable Infrastructure PLC 4.125% | - | 5.99 | - | - | |
Teck Resources B | CA8787422044 | 5.54 | 42.12 | +4.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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