DSHZX Mutual Fund (Destinations Shelter Fund Class Z) is managed by Destinations Funds with $1.9M in net assets. DSHZX expense ratio is 1.00%, holding 215 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2021-10-26.

DSHZX performance shows a YTD return of 4.72%. The 1-year return is 13.60%. DSHZX dividend yield stands at 0.11%, paid quarterly.

DSHZX top holdings include Nvidia Corp (8.2%), Apple Inc (7.1%), Alphabet Inc series C (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.8%). View all DSHZX holdings, sector breakdown, or dividend history.

DSHZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DSHZX alternatives are available via the screener, along with tax-loss harvesting opportunities.