DGEZX Mutual Fund
DGEZX Mutual Fund
Destinations Equity Income Fund Class Z
DGEZX Mutual Fund Overview
DGEZX Mutual Fund (Destinations Equity Income Fund Class Z) is managed by Destinations Funds with $42.7M in net assets. DGEZX expense ratio is 0.79%, holding 166 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2018-07-16.
DGEZX performance shows a YTD return of 7.83%. The 1-year return is 17.89% and the 5-year return is 10.07%. DGEZX dividend yield stands at 8.31%, paid quarterly.
DGEZX 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 DGEZX holdings, sector breakdown, or dividend history.
DGEZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGEZX alternatives are available via the screener, along with tax-loss harvesting opportunities.