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 2745 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-07-16.

DSMZX performance shows a YTD return of 15.95%. The 1-year return is 24.55% and the 5-year return is 7.62%. DSMZX dividend yield stands at 8.83%, paid annually.

DSMZX top holdings include Spdr S&p 600 Small Capvalue Etf (4.2%), Praxis Precision Medicines, Inc. (0.8%), Ishares Russell 2000 Value ETF (0.6%), Guardant Health, Inc (0.6%), Korn Ferry (0.5%). 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.