Destinations Equity Income Fund Quote
| DGEFX Fund | USD 14.11 0.11 0.79% |
PerformanceGood
| Odds Of DistressLow
|
Destinations Equity is trading at 14.11 as of the 22nd of January 2026; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 14.0. Destinations Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of October 2025 and ending today, the 22nd of January 2026. Click here to learn more.
The fund will invest at least 80 percent of its net assets in dividend-paying equity securities of both U.S.-based and foreign companies. It invests primarily in common stock, preferred stock, interests in REITs, foreign securities, depositary receipts, equity-linked notes and derivatives that are believed to be attractively valued and to have the potential for long-term growth. More on Destinations Equity Income
Moving together with Destinations Mutual Fund
Destinations Mutual Fund Highlights
| Fund Concentration | Destinations Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Destinations Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
Destinations Equity Income [DGEFX] is traded in USA and was established 22nd of January 2026. Destinations Equity is listed under Destinations Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Destinations Funds family. This fund currently has accumulated 323.99 M in assets under management (AUM) with no minimum investment requirementsDestinations Equity is currently producing year-to-date (YTD) return of 3.21% with the current yeild of 0.02%, while the total return for the last 3 years was 12.28%.
Check Destinations Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Destinations Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Destinations Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Destinations Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Destinations Equity Income Mutual Fund Constituents
| CCI | Crown Castle | Stock | Real Estate | |
| INTC | Intel | Stock | Information Technology | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| SO | Southern Company | Stock | Utilities |
Destinations Equity Risk Profiles
| Mean Deviation | 0.5553 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Downside Variance | 0.2886 |
Destinations Equity Against Markets
Other Information on Investing in Destinations Mutual Fund
Destinations Equity financial ratios help investors to determine whether Destinations Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Destinations with respect to the benefits of owning Destinations Equity security.
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