DGEZX Mutual Fund

DGEZX Mutual Fund (Destinations Equity Income Fund Class Z) is managed by Destinations Funds with $42.7M in net assets. DGEZX expense ratio is 0.83%, holding 166 positions across sectors including Financials, Consumer Staples, Energy. Inception date: 2018-07-16.

DGEZX performance shows a YTD return of 11.73%. The 1-year return is 21.59% and the 5-year return is 10.79%. DGEZX dividend yield stands at 8.02%, paid quarterly.

DGEZX top holdings include Ishares Core Dividend Growth ETF (12.9%), Chevron Corp (1.9%), National Grid Plc (1.5%), Sanofi SA (1.5%), Exxon Mobil Corp. (1.5%). Go to all DGEZX holdings, DGEZX sectors, or DGEZX dividends.

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