The fund will invest at least 80 percent of its net assets in dividend-paying equity securities of both U.S. Destinations Equity is traded on NASDAQ Exchange in the United States. Downside deviation of 0.8% indicates contained downside behavior. It is managed by Destinations Funds. Beta of 0.56 suggests a relatively defensive profile.
Performance
Contained
Weak
Strong
Odds Of Distress
Low
High
Low
Destinations Equity Income (DGEZX) currently is priced at $13.52 as of March 21, 2026, representing 1.46% down on the day after opening at $13.72. Destinations Equity currently exhibits 15% estimated likelihood of financial distress over the forecast period. Over the prior 90 trading days, Destinations Equity has produced modest risk-adjusted performance, in line with its contained performance profile. The performance scores are derived for the period from December 21, 2025 through March 21, 2026. The scores are based on performance observations within the time window. Values are drawn from observed market activity across periods. Learn more.
Destinations Equity Income [DGEZX] 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 383.75 M in assets under management (AUM) with no minimum investment requirements. Destinations Equity is currently producing a year-to-date (YTD) return of 4.55%, while the total return for the last 3 years is 15.74%. Destinations Equity financial stability analysis
The fund generated a five-year return of 11.0%. Destinations Equity retains 98.33% of assets under management (AUM) in equities. This fund's last dividend was $0.1 per share. Latest disclosures for Destinations Equity Income show $509.9 million in Total Assets and $383.8 million in Net Assets.
Investor Insights and Alerts
For Destinations Equity Income, investor alerts are designed to highlight developments that deserve a second look before a position in the fund is increased, reduced, or left unchanged. That review process tends to work best when investors combine the alerts with fundamentals, price behavior, and the broader macro backdrop.
Daily signals in Destinations Equity Income help active traders track momentum, reversals, and volume pressure during the session. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.
A forecast for Destinations Equity Income starts with historical data. Prices often signal trend and momentum shifts before fundamentals catch up. These models describe patterns, not guarantees. The real test is whether market conditions have changed enough to break the old pattern.
The fund overview for Destinations Equity summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Destinations Funds, Large Value Funds, World Large-Stock Value Funds. The current allocation is approximately 98.0% equities and 1.0% cash. It is classified under World Large-Stock Value within the Destinations Funds family.
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.