DGEFX Mutual Fund
DGEFX Mutual Fund
Destinations Equity Income Fund Class I
DGEFX Mutual Fund Overview
DGEFX Mutual Fund (Destinations Equity Income Fund Class I) is managed by Destinations Funds with $467.8M in net assets. DGEFX expense ratio is 0.94%, holding 166 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2017-03-20.
DGEFX performance shows a YTD return of 7.68%. The 1-year return is 17.81% and the 5-year return is 9.93%. DGEFX dividend yield stands at 7.90%, paid quarterly.
DGEFX top holdings include Ishares Core Dividend Growth ETF (12.9%), CHEVRON CORP (1.9%), Sanofi SA (1.5%), National Grid Plc (1.5%), Exxon Mobil Corp (1.5%). View all DGEFX holdings, sector breakdown, or dividend history.
DGEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.