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 $42.1M in net assets. DGEZX expense ratio is 0.79%, holding 163 positions across sectors including Unknown, Financials, Health Care. Inception date: 2018-07-16.
DGEZX performance shows a YTD return of 10.41%. 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 (12.6%), Wells Fargo & Co. (1.8%), Sanofi SA (1.7%), Exxon Mobil Corp. (1.7%), National Grid Plc (1.7%). 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.