Mutual Funds - Profile

Highland Healthcare Opportunities Fund

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Rank

Universe Rank
47 43

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of companies principally engaged in the design, development, production, sale, management or distribution of products, services or facilities used for or in connection with healthcare or medicine (healthcare companies).

These healthcare companies include biotechnology companies, pharmaceutical firms, medical supply More

Price

  • Last Close
  • $14.36
    -0.18
  • 52 Week HL
  • $19.68 - $14.06
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Documents

  • Prospectus
  • Annual Reports
  • Website

Performance
-5 % YTD

  • 3 Year
  • 0%
  • 5 Year
  • 0%
  • Best
  • -5%
    2022
  • Worst
  • -5%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HHCAX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5% - - - - - - - - - -
Q2 - -100% - - - - - - - - -
Q3 - -4.8% - - - - - - - - -
Q4 - 2.9% - - - - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -5% - - - - - - - - - - -
2021 - - - - - - - 3.5% 2.2% -11.3% -5.2% 7.6%

Annual
Return

Index Comparison

Alpha

NAV