DSHFX Mutual Fund
DSHFX Mutual Fund
Destinations Shelter Fund Class I
DSHFX Mutual Fund Overview
DSHFX Mutual Fund (Destinations Shelter Fund Class I) is managed by Destinations Funds with $87.7M in net assets. DSHFX expense ratio is 1.15%, holding 215 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2021-10-26.
DSHFX performance shows a YTD return of 4.63%. The 1-year return is 13.40%. DSHFX dividend yield stands at 0.01%, paid quarterly.
DSHFX 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 DSHFX holdings, sector breakdown, or dividend history.
DSHFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DSHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.