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Morningstar

NexPoint Climate Tech C HSZCX

Morningstar Medalist Rating
Medalist Rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 2.94  /  1.67 %
  • Total Assets 8.0 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 2.050%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis HSZCX

Will HSZCX 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 HSZCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HSZCX 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 HSZCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in NexPoint Climate Tech C'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSZCX

More HSZCX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MPM HOLDINGS ESCROW

16.01
1,250,000
—

Clearway Energy Inc Class C

5.85
456,960
Utilities

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

5.80
452,900
Utilities

Darling Ingredients Inc

5.72
446,530
Consumer Defensive

SolarEdge Technologies Inc

5.27
411,646
Technology

Primo Water Corp

5.20
406,296
Consumer Defensive

Atlantica Sustainable Infrastructure PLC

4.95
386,760
Utilities

Chart Industries Inc

4.40
343,548
Industrials

RWE AG Class A

4.23
330,586
Utilities

NextEra Energy Partners LP

4.20
328,384
Utilities