Destinations Equity Income Fund Quote
| DGEFX Fund | USD 14.34 -0.01 -0.07% |
Performance Balanced
| Odds Of Distress Low
|
Destinations Equity Income currently trades at $14.34, posting a 0.0697% decrease in today's market action. Destinations Equity carries a 20% probability of financial distress over the medium term. Over the last 90 trading days, it has demonstrated strong risk-adjusted performance. The performance scores window runs from December 13, 2025 to March 13, 2026. Learn more.
Moving together with Destinations Mutual Fund
Mutual Fund Highlights
Destinations Equity Income [DGEFX] is traded in USA. The fund is listed under the World Large-Stock Value category and is part of the Destinations Funds family. This fund currently has accumulated 323.99 M in assets under management (AUM) with no minimum investment requirements. Destinations Equity is currently producing a year-to-date (YTD) return of 6.05%, while the total return for the last 3 years is 14.06%. Destinations Equity financial stability analysisInstrument Allocation
Notable Updates
| 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 March 2026 |
Sector Allocation
Portfolio diversification across sectors increases the chance of positive outcomes and helps investors avoid concentrated losses. However, broad sector allocation in Destinations Mutual Fund typically reduces expected return.
Investors looking to tilt their portfolios toward specific sectors can use ETFs like Destinations Equity Income Mutual Fund as a cost-effective tool. Sector ETFs offer a practical diversification strategy. However, concentration limits apply: no single industry sector should exceed 20% of total stock.
Common Risk Profiles
| Mean Deviation | 0.539 | |||
| Semi Deviation | 0.345 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
Destinations Equity Income Against Markets
Mutual Fund Analysis Notes
The fund generated a five-year return of 12.0%. Destinations Equity retains 97.93% of assets under management (AUM) in equities. This fund's last dividend was $0.09 per share. Latest disclosures for Destinations Equity Income show $436.2 million in Total Assets and $324.0 million in Net Assets.Investor Insights and Alerts
Automated alerts tied to Destinations Equity Income help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| The fund retains 97.93% of its assets under management (AUM) in equities |
Top Destinations Equity Income Mutual Fund Constituents
| CCI | Crown Castle | Stock | |
| INTC | Intel | Stock | |
| KO | The Coca Cola | Stock | |
| MRK | Merck Company | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| VZ | Verizon Communications | Stock | |
| T | ATT Inc | Stock | |
| SO | Southern Company | Stock | |
| PM | Philip Morris International | Stock | |
| PFE | Pfizer Inc | Stock | |
| OXY | Occidental Petroleum | Stock | |
| ABBV | AbbVie Inc | Stock | |
| GILD | Gilead Sciences | Stock | |
| DUK | Duke Energy | Stock | |
| DGRO | iShares Core Dividend | Etf | |
| D | Dominion Energy | Stock | |
| CVX | Chevron Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| HDV | iShares Core High | Etf | |
| COP | ConocoPhillips | Stock | |
| MO | Altria Group | Stock |
Outstanding Bonds
| Brinks Co 4625 Corp BondUS109696AA22 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
Daily trading signals in Destinations Equity Income help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 14.34 | |||
| Day Typical Price | 14.34 | |||
| Price Action Indicator | -0.01 | |||
| Period Momentum Indicator | -0.01 | |||
| Relative Strength Index | 51.04 |
Forecast Models
Quantitative forecast tools for Destinations Equity Income focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.Mutual Fund Overview, Methodology & Data Sources
Performance context is typically read against category peers and stated objectives. The five-year return stands at 12.0%.
Methodology
Unless otherwise specified, data for Destinations Equity Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Destinations Equity Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Destinations Equity Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.