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NexPoint Climate Tech Y HSZYX

Medalist Rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 6.49  /  −0.15 %
  • Total Assets 7.6 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 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:17 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.

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.

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Portfolio Holdings HSZYX

  • 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

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

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RWE AG Class A

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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