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HPEYX Highland Premier Growth Equity Y

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Fund HPEYX Highland Premier Growth Equity Y QQQ PowerShares QQQ ETF ONEQ Fidelity® Nasdaq Composite Tr Stk ETF  
100% 93% 91%
Annual Fees
(0.88% Exp. Ratio)
(0.20% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,774.46 $48,829.43 $48,682.86
Est. savings over 30 yrs +$9,054.98 +$8,908.41
As of 9/30/16
1 YR RETURN 15.12%
3 YR 10.86%
5 YR 17.26%
10 YR 8.28%
1 YR RETURN 17.85%
3 YR 16.05%
5 YR 19.17%
10 YR 12.28%
1 YR RETURN 16.47%
3 YR 13.37%
5 YR 18.40%
10 YR 9.92%
The investment seeks long-term growth of capital and future income rather than current income. The fund seeks to achieve its investment objectives by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks. The fund invests primarily in a limited number of large- and medium-sized companies (meaning companies with a market capitalization of $2 billion or more) that the portfolio manager believes have above-average growth histories and/or growth potential.
The investment seeks investment results that generally correspond to the price and yield performance of the index. To maintain the correspondence between the composition and weights of the securities in the trust (the "securities") and the stocks in the Nasdaq-100 Index®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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