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 $463.2M in net assets. DGEFX expense ratio is 0.94%, holding 163 positions across sectors including Unknown, Financials, Health Care. Inception date: 2017-03-20.
DGEFX performance shows a YTD return of 10.28%. 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 (12.6%), Wells Fargo & Co. (1.8%), Sanofi SA (1.7%), Exxon Mobil Corp. (1.7%), National Grid Plc (1.7%). 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.