DSMZX Mutual Fund
DSMZX Mutual Fund
Destinations Small-Mid Cap Equity Fund Class Z

DSMZX Mutual Fund Overview
DSMZX Mutual Fund (Destinations Small-Mid Cap Equity Fund Class Z) is managed by Destinations Funds with $72.1M in net assets. DSMZX expense ratio is 0.90%, holding 2748 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2018-07-16.
DSMZX performance shows a YTD return of 21.13%. The 1-year return is 41.60% and the 5-year return is 10.60%. DSMZX dividend yield stands at 8.32%, paid annually.
DSMZX top holdings include Spdr S&P 600 Sma (3.1%), Federated Government Obligations Fund (0.9%), Quanta Services, Inc. (0.9%), Lumentum Holdings Inc (0.8%), Crinetics Pharmaceuticals Inc Com (0.7%). View all DSMZX holdings, sector breakdown, or dividend history.
DSMZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DSMZX alternatives are available via the screener, along with tax-loss harvesting opportunities.