DLDFX Mutual Fund

DLDFX Mutual Fund

NAV$9.23
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Fund Essentials - as of Aug 31, 2025

Net Assets
$315M
Expense Ratio
1.00%
Dividend Yield (Current)
5.87%
Holdings
494
Inception Date
Mar 20, 2017
Fund Family
Destinations Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.33%
1 Year+4.60%
3 Year+6.03%
5 Year+4.47%

Asset Allocation

Stocks: 2.31%
Bonds: 84.39%
Other: 13.29%
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Top Holdings

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TickerNameWeight
ISTBIshares Core 1-5 Year Usd Bo11.37%
T 0.75 01/31/28Government Of The United States Of America 0.75% 31-Jan-20283.71%
T 0.375 01/31/26Us Treasury N/B 0.375 01/31/20262.94%
-Cannabist Co Holdings Inc/The 9.250000% 12/31/20282.43%
-Leafly Holdings Inc Regd 144A Convertible 8.000000002.13%
Top 10 Concentration: 29.83%Report Date: Aug 31, 2025
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Dividend Summary

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Dividend Yield (Current)
5.87%
Frequency
Monthly
Latest Distribution
$0.14
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DLDFX Mutual Fund Overview

DLDFX Mutual Fund (Destinations Low Duration Fixed Income Fund Class I) is managed by Destinations Funds with $314.6M in net assets. DLDFX expense ratio is 1.00%, holding 494 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2017-03-20.

DLDFX performance shows a YTD return of 1.33%. The 1-year return is 4.60% and the 5-year return is 4.47%. DLDFX dividend yield stands at 5.87%, paid monthly.

DLDFX top holdings include Ishares Core 1-5 Year Usd Bo (11.4%), Government Of The United States Of America 0.75% 31-Jan-2028 (3.7%), Us Treasury N/B 0.375 01/31/2026 (2.9%), Cannabist Co Holdings Inc/The 9.250000% 12/31/2028 (2.4%), Leafly Holdings Inc Regd 144A Convertible 8.00000000 (2.1%). Go to all DLDFX holdings, DLDFX sectors, or DLDFX dividends.

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