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Highland Capital’s Global Allocation Fund earns Five-Star Morningstar Rating


Highland Capital Management’s Highland Global Allocation Fund, Class Y (HCOYX), managed by James Dondero, Co-Founder and President of Highland, has earned a Five-Star Morningstar Rating. 

The rating covers the period ending 30 November 2014.

Morningstar also ranked the Fund Class Y number one based on Total Return for the one-year period among 541 funds in the category as of 30 November, 2014.

Additionally, the Highland Global Allocation Fund moved its capital gains and income distributions to December 1st, 2014 in an effort to give advisors and their investors ample time to perform year-end tax adjustments to their portfolios. Purchases are now no longer subject to the capital gains and income distribution.

“We’re pleased to be recognised by Morningstar for our superior risk adjusted returns and are excited to proactively assist advisors in their end-of-year tax management through our early distribution,” says Ethan Powell, Highland’s Chief Product Strategist. “This adjustment, along with our recent 65 basis point expense cap demonstrates Highland's commitment to understanding and addressing our investors’ needs.”

Highland’s Global Allocation Fund (HCOYX) is a best-in-class strategy that invests across multiple asset classes and geographies with the goal of generating alpha in any economic environment.

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