HSZCX
ActiveHSZCX
Expense Ratio
2.50%
Annual Cost per $10K
$250.00
30-Year Fee Drag per $10K
$38,669
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.31%
Asset Allocation
No allocation data available
Fee Comparison
HSZCX
2.50%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of June 2025 · Updated quarterly
-20.30%3Y
Compare to
Fee Impact Calculator
$
%
HSZCX at 2.50%$187,266
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$193,347
Cost vs index fund−$190,158
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