DGEZX Mutual Fund
DGEZX Mutual Fund
DGEZX Mutual Fund
Destinations Equity Income Fund Class Z
DGEZX Mutual Fund Overview
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, Energy. Inception date: 2018-07-16.
DGEZX performance shows a YTD return of 6.92%. The 1-year return is 10.36% and the 5-year return is 10.69%. DGEZX dividend yield stands at 8.50%, paid quarterly.
DGEZX top holdings include Ishares Core Dividend Growth ETF (12.9%), Ishares Core High Dividend ETF (2.7%), Paychex, Inc. (1.7%), Chevron Corp (1.5%), 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.