Destinations Small-mid is trading at 13.59 as of the 20th of July 2025; that is 1.19 percent increase since the beginning of the trading day. The fund's open price was 13.43. Destinations Small-mid has less than a 14 % 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 the equity securities of small- and mid-capitalization companies. It invests primarily in common and preferred stock, rights or warrants to purchase common or preferred stock, securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures, and other securities with equity characteristics. More on Destinations Small Mid Cap
Destinations Small Mid Cap [DSMFX] is traded in USA and was established 20th of July 2025. Destinations Small-mid is listed under Destinations Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Destinations Funds family. This fund currently has accumulated 845.98 M in assets under management (AUM) with no minimum investment requirementsDestinations Small Mid is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.02%, while the total return for the last 3 years was 13.88%.
Check Destinations Small-mid 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 Small Mid Cap 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 Small Mid Cap Mutual Fund Constituents
Other Information on Investing in Destinations Mutual Fund
Destinations Small-mid 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 Small-mid security.