DSHZX Mutual Fund
DSHZX Mutual Fund
DSHZX Mutual Fund
Destinations Shelter Fund Class Z
DSHZX Mutual Fund Overview
DSHZX Mutual Fund (Destinations Shelter Fund Class Z) is managed by Destinations Funds with $1.9M in net assets. DSHZX expense ratio is 1.04%, holding 225 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-10-26.
DSHZX performance shows a YTD return of 6.33%. The 1-year return is 12.09%. DSHZX dividend yield stands at 0.11%, paid quarterly.
DSHZX top holdings include Nvidia Corp (9.2%), Apple, Inc (7.4%), Microsoft Corp (6.2%), Alphabet Inc. C (6.2%), Amazon.Com Inc (4.4%). Go to all DSHZX holdings, DSHZX sectors, or DSHZX dividends.
DSHZX can be compared against other funds. Use DSHZX overlap to find shared positions, or DSHZX vs another fund for a side-by-side view. DSHZX alternatives are available via the screener, along with tax-loss harvesting opportunities.