| DSHZX | GATEX | DSHZX / GATEX | |
| Total Expense Ratio | 1.04 | 0.94 | 111% |
| Annual Report Gross Expense Ratio | 1.10 | 0.97 | 113% |
| Fund Existence | 5 years | 49 years | - |
| Gain YTD | 6.568 | 6.372 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.3M | 7.28B | 1% |
| Annual Yield % from dividends | 0.11 | 0.18 | 62% |
| Returns for 1 year | 9.51 | 9.34 | 102% |
| Returns for 3 years | 48.43 | 38.61 | 125% |
| Returns for 5 years | N/A | 38.75 | - |
| Returns for 10 years | N/A | 86.21 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FAHCX | 12.14 | 0.01 | +0.08% |
| Fidelity Advisor Capital & Income I | |||
| PXLIX | 11.45 | N/A | N/A |
| Impax Large Cap Fund Institutional | |||
| HFDTX | 21.84 | -0.06 | -0.27% |
| Hartford Schroders US MidCap Opps R5 | |||
| EIPIX | 19.80 | -0.06 | -0.30% |
| EIP Growth and Income I | |||
| RIGGX | 49.97 | -0.40 | -0.79% |
| American Funds Intl Gr and Inc R-6 | |||