Destinations Equity Income Fund Quote
| DGEZX Fund | USD 13.16 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Destinations Equity is trading at 13.16 as of the 20th of July 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 13.15. Destinations Equity has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in dividend-paying equity securities of both U.S.-based and foreign companies. It invests primarily in common stock, preferred stock, interests in REITs, foreign securities, depositary receipts, equity-linked notes and derivatives that are believed to be attractively valued and to have the potential for long-term growth. More on Destinations Equity Income
Moving together with Destinations Mutual Fund
Destinations Mutual Fund Highlights
| Fund Concentration | Destinations Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Destinations Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Destinations Equity Income [DGEZX] is traded in USA and was established 20th of July 2025. Destinations Equity is listed under Destinations Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Destinations Funds family. This fund currently has accumulated 383.75 M in assets under management (AUM) with no minimum investment requirementsDestinations Equity is currently producing year-to-date (YTD) return of 10.76% with the current yeild of 0.03%, while the total return for the last 3 years was 11.54%.
Check Destinations Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Destinations Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Destinations Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Destinations Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Destinations Equity Income Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| SO | Southern Company | Stock | Utilities | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care |
Destinations Equity Risk Profiles
| Mean Deviation | 0.4766 | |||
| Semi Deviation | 0.4047 | |||
| Standard Deviation | 0.6394 | |||
| Variance | 0.4088 |
Destinations Equity Against Markets
Other Information on Investing in Destinations Mutual Fund
Destinations Equity financial ratios help investors to determine whether Destinations Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Destinations with respect to the benefits of owning Destinations Equity security.
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