HSXCX

Active

HSXCX

Expense Ratio
2.14%
Annual Cost per $10K
$214.00
30-Year Fee Drag per $10K
$34,599
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+17.50%

Asset Allocation

No allocation data available

Fee Comparison

HSXCX
2.14%
Index benchmark
0.03%

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of July 2025 · Updated quarterly

+26.25%3Y
Compare to

Fee Impact Calculator

$
%
HSXCX at 2.14%$207,618
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$172,994
Cost vs index fund−$169,806

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