HSXYX

ActiveMin. $100K

HSXYX

Expense Ratio
0.99%
Annual Cost per $10K
$99.00
30-Year Fee Drag per $10K
$18,525
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $100K
Trailing 12-Month
+18.42%

Asset Allocation

No allocation data available

Fee Comparison

HSXYX
0.99%
Index benchmark
0.03%

Historical Returns

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

+29.64%3Y
Compare to

Fee Impact Calculator

$
%
HSXYX at 0.99%$287,988
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$92,624
Cost vs index fund−$89,436

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free