DGEFX Mutual Fund

DGEFX Mutual Fund (Destinations Equity Income Fund Class I) is managed by Destinations Funds with $467.8M in net assets. DGEFX expense ratio is 0.98%, holding 170 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2017-03-20.

DGEFX performance shows a YTD return of 11.49%. The 1-year return is 21.34% and the 5-year return is 10.93%. DGEFX dividend yield stands at 7.56%, paid quarterly.

DGEFX top holdings include Ishares Core Dividend Growth ETF (13.2%), Sanofi SA (1.5%), Paychex, Inc. (1.5%), Chevron Corp (1.4%), Wells Fargo & Co. (1.4%). Go to all DGEFX holdings, DGEFX sectors, or DGEFX dividends.

DGEFX can be compared against other funds. Use DGEFX overlap to find shared positions, or DGEFX vs another fund for a side-by-side view. DGEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.