| DSHZX | JHQPX | DSHZX / JHQPX | |
| Total Expense Ratio | 1.04 | 0.43 | 242% |
| Annual Report Gross Expense Ratio | 1.10 | 0.43 | 256% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 6.568 | 0.458 | 1,435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.3M | 17.9B | 0% |
| Annual Yield % from dividends | 0.11 | 0.68 | 16% |
| Returns for 1 year | 9.51 | 3.12 | 305% |
| Returns for 3 years | 48.43 | 30.64 | 158% |
| Returns for 5 years | N/A | 38.80 | - |
| Returns for 10 years | N/A | 133.43 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCVSX | 41.85 | 0.06 | +0.14% |
| Fidelity Convertible Securities | |||
| UTMAX | 12.68 | -0.01 | -0.08% |
| Victory Target Managed Allocation | |||
| WASMX | 26.11 | -0.03 | -0.11% |
| Boston Trust Walden SMID Cap | |||
| HBLVX | 15.09 | -0.06 | -0.40% |
| Hartford Balanced Income R6 | |||
| CRRRX | 16.11 | -0.13 | -0.80% |
| Columbia Sm Cp Val and Inflection Inst2 | |||