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Nasdaq - Delayed Quote USD

Destinations Small-Mid Cap Equity I (DSMFX)

11.47
+0.01
+(0.09%)
At close: 8:00:35 PM EDT
Loading Chart for DSMFX
  • Previous Close 11.46
  • YTD Return -9.81%
  • Expense Ratio 1.04%
  • Category Small Blend
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 674.64M
  • Beta (5Y Monthly) 1.08
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 115.00%
  • Last Dividend 0.21
  • Inception Date Mar 20, 2017

The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of small- and mid-capitalization companies. It invests primarily in common and preferred stock, rights or warrants to purchase common or preferred stock, securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures, and other securities with equity characteristics. The fund may invest a portion of its assets in securities of micro-cap companies.

Destinations Funds

Fund Family

Small Blend

Fund Category

674.64M

Net Assets

2017-03-20

Inception Date

Performance Overview: DSMFX

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Trailing returns as of 4/10/2025. Category is Small Blend.

YTD Return

DSMFX
9.81%
Category
20.19%
 

1-Year Return

DSMFX
4.62%
Category
60.18%
 

3-Year Return

DSMFX
3.58%
Category
11.32%
 

5-Year Return

DSMFX
17.72%
Category
13.88%
 

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Holdings: DSMFX

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Sector Weightings

SectorDSMFX
Industrials   18.13%
Healthcare   14.71%
Technology   14.65%
Real Estate   6.20%
Energy   5.90%
Utilities   4.34%

Recent News: DSMFX

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Research Reports: DSMFX

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