DSMZX Mutual Fund

DSMZX Mutual Fund (Destinations Small-Mid Cap Equity Fund Class Z) is managed by Destinations Funds with $70.3M in net assets. DSMZX expense ratio is 0.97%, holding 2721 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2018-07-16.

DSMZX performance shows a YTD return of 15.85%. The 1-year return is 30.56% and the 5-year return is 9.71%. DSMZX dividend yield stands at 8.84%, paid annually.

DSMZX top holdings include Spdr S&P 600 Sma (4.3%), Lumentum Holdings Inc (0.9%), Teradyne Inc - Common (0.9%), Quanta (0.8%), Praxis Precision Medicines, Inc. (0.8%). Go to all DSMZX holdings, DSMZX sectors, or DSMZX dividends.

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