Destinations Shelter FundDSHZX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$91.8M
Expense ratio
1.04%
1-year return
+9.4%
3 years, a year
+15.0%
5 years, a year
—
Holdings
215
What it aims to do.
Capital appreciation with lower volatility than broad equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 8.15% |
| AAPL Apple Inc | 7.06% |
| GOOG Alphabet Inc-Cl C | 6.06% |
| MSFT Microsoft Corp | 5.40% |
| AMZN Amazon.Com Inc | 3.79% |
| AVGO Broadcom Inc | 3.11% |
| META Meta Platforms Inc-Class A | 2.89% |
| JPM JPMorgan Chase & Co | 2.20% |
| TSLA Tesla Inc | 2.09% |
| XOM Exxon Mobil Corp | 1.71% |
More on DSHZX.
- DSHZX overview
- DSHZX holdings
- DSHZX risk
- DSHZX costs
- DSHZX money in and out
- DSHZX share classes
- Compare DSHZX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.