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 170 positions across sectors including Financials, Utilities, Consumer Staples. 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 11.13%. DGEZX dividend yield stands at 7.95%, paid quarterly.

DGEZX 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 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.