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Morningstar

NexPoint Climate Tech Y HSZYX

Morningstar Medalist Rating
Medalist Rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 6.31  /  +0.64 %
  • Total Assets 7.2 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 119%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSZYX

Will HSZYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSZYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSZYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSZYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in NexPoint Climate Tech Y's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSZYX

More HSZYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MPM HOLDINGS ESCROW

20.02 1.3 Mil
—

Atlantica Sustainable Infrastructure PLC

7.13 445,050
Utilities

Clearway Energy Inc Class C

7.03 438,880
Utilities

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

6.11 381,200
Utilities

RWE AG Class A

5.54 345,722
Utilities

Ecovyst Inc

5.06 316,108
Basic Materials

Chart Industries Inc

4.69 293,110
Industrials

Darling Ingredients Inc

4.47 279,104
Consumer Defensive

Crown Holdings Inc

4.42 276,270
Consumer Cyclical

New Fortress Energy Inc Class A

3.81 237,699
Utilities