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HCOCX Highland Global Allocation C

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Fund HCOCX Highland Global Allocation C
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Annual Fees
(1.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.17% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 8.56%
3 YR 4.10%
5 YR 10.32%
10 YR 4.19%
The investment seeks long-term growth of capital and future income (future income means the ability to pay dividends in the future). The fund seeks to achieve its investment objectives by investing in a portfolio of U.S. and foreign equity, debt and money market securities. Under normal market conditions, the Advisor intends to invest at least 50% of its net assets in equity securities and at least 40% (plus any borrowings for investment purposes) of its net assets in securities of non-U.S. issuers.

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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.

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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".

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