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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 953 | 1058 | 809 | 1000 | 528 | 829 |
Fund Return | -4.66% | 5.84% | -19.13% | 0% | -11.98% | -1.86% |
Place in category | 607 | 625 | 615 | 509 | 556 | 389 |
% in Category | 95 | 100 | 100 | 87 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Highland Long/Short Healthcare Z | 36.05M | 0.52 | -6.12 | 1.30 | ||
Highland Small Cap Equity A | 5.67M | -4.67 | -0.30 | -2.11 | ||
Highland Small Cap Equity C | 463.34K | -4.75 | -0.98 | -2.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.08B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MPM HOLDINGS ESCROW | - | 22.04 | - | - | |
Atlantica Sustainable Infrastructure | GB00BLP5YB54 | 6.97 | 21.93 | -0.23% | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | - | 6.67 | - | - | |
Chart Industries | US16115Q3083 | 6.41 | 140.64 | -2.31% | |
Clearway Energy C | US18539C2044 | 5.97 | 26.60 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | BUY | Strong Sell |
Summary | Strong Sell | Neutral | Strong Sell |
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