HGLB ETF

HGLB ETF
$7.54
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Fund Essentials - as of Dec 31, 2025

Net Assets
$282M
Expense Ratio
2.67%
Dividend Yield (Current)
8.93%
Holdings
69
Inception Date
Jan 5, 1998
Fund Family
NexPoint
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.00%
1 Year+4.44%
3 Year+9.35%
5 Year+8.48%

Asset Allocation

Stocks: 64.43%
Bonds: 19.61%
Cash: 2.13%
Other: 13.82%
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Top Holdings

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TickerNameWeight
-Avery Den 3.75% 11/04/3428.18%
-Centene Corp 4.25% 12/15/202710.43%
HHCZXNexpoint Event Driven F-Z Mutual Fund6.37%
HFROHighland Floating Rate Opportunities Fund4.59%
NREFNexpoint Real Estate Finance Inc4.45%
Top 10 Concentration: 72.22%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
8.93%
Frequency
Monthly
Latest Distribution
$0.09
Jul 24, 2026
12M Distributions
11 payments
Total: $0.95

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

HGLB ETF Overview

HGLB ETF (Highland Global Allocation Fund) is managed by NexPoint with $282.0M in net assets. HGLB expense ratio is 2.67%, holding 69 positions across sectors including Real Estate, Financials, Energy. Inception date: 1998-01-05.

HGLB performance shows a YTD return of 1.00%. The 1-year return is 4.44% and the 5-year return is 8.48%. HGLB dividend yield stands at 8.93%, paid monthly.

HGLB top holdings include Avery Den 3.75% 11/04/34 (28.2%), Centene Corp 4.25% 12/15/2027 (10.4%), Nexpoint Event Driven F-Z Mutual Fund (6.4%), Highland Floating Rate Opportunities Fund (4.6%), Nexpoint Real Estate Finance Inc (4.5%). Go to all HGLB holdings, HGLB sectors, or HGLB dividends.

HGLB can be compared against other funds. Use HGLB overlap to find shared positions, or HGLB vs another fund for a side-by-side view. HGLB alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-4.16%
YTD
+1.00%
1 Year
+4.44%
3 Year
+9.35%

Top 10 Holdings (net long exposure of 104%)

#TickerNameSectorWeight
1-Avery Den 3.75% 11/04/34Other28.18%
2-Centene Corp 4.25% 12/15/2027Other10.43%
3HHCZXNexpoint Event Driven F-Z Mutual FundUnknown6.37%
4HFROHighland Floating Rate Opportunities FundFinancials4.59%
5NREFNexpoint Real Estate Finance IncReal Estate4.45%
6WSRWhitestone ReitReal Estate4.26%
7VSTVistra Energy Corp.Utilities3.76%
8ETEnergy TransferEnergy3.63%
9-Gaf ReitOther3.58%
10FRMIFermi IncUnknown2.97%