Skip to Content

NexPoint Climate Tech A HSZAX

Medalist Rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 5.52  /  +0.55 %
  • Total Assets 7.3 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.640%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 119%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HSZAX

Will HSZAX outperform in future?

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

Weakness in NexPoint Climate Tech A'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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSZAX

  • 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