Morningstar

Destination Mutual Funds

View all of Destination’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Destination Mutual Funds List

1 to 22 of 22 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Destinations Global Fixed Income Opportunities Fund Class ZDGFZXGlobal Bond-USD Hedged—1.56%40.900%HighInstitutional$0
Destinations Low Duration Fixed Income Fund Class IDLDFXShort-Term Bond—1.93%61.000%HighInstitutional$0
Destinations Global Fixed Income Opportunities Fund Class IDGFFXGlobal Bond-USD Hedged—1.39%91.050%HighInstitutional$0
Destinations Low Duration Fixed Income Fund Class ZDLDZXShort-Term Bond—2.07%40.850%HighInstitutional$0
Brinker Capital Destinations Shelter Fund Class IDSHFXEquity Hedged
6.38%601.190%AverageInstitutional$0
Destinations Small-Mid Cap Equity Fund Class IDSMFXSmall Blend
9.71%821.120%HighInstitutional$0
Brinker Capital Destinations Shelter Fund Class ZDSHZXEquity Hedged
6.49%581.040%Below AverageNo Load$0
Destinations Small-Mid Cap Equity Fund Class ZDSMZXSmall Blend
9.83%810.970%Above AverageInstitutional$0
Destinations Equity Income Fund Class ZDGEZXGlobal Large-Stock Value
12.67%510.830%Below AverageInstitutional$0
Destinations Multi Strategy Alternatives Fund Class IDMSFXMultistrategy—0.69%981.300%AverageInstitutional$0
Destinations Multi Strategy Alternatives Fund Class ZDMSZXMultistrategy—0.81%971.150%Below AverageInstitutional$0
Destinations Municipal Fixed Income Fund Class IDMFFXMuni National Interm—−0.65%450.840%HighInstitutional$0
Destinations Equity Income Fund Class IDGEFXGlobal Large-Stock Value
12.59%550.980%Above AverageInstitutional$0
Destinations Municipal Fixed Income Fund Class ZDMFZXMuni National Interm—−0.53%360.690%HighInstitutional$0
Destinations Core Fixed Income Fund Class IDCFFXIntermediate Core-Plus Bond—−1.26%500.870%HighInstitutional$0
Destinations Large Cap Equity Fund Class IDLCFXLarge Blend
7.58%820.850%HighInstitutional$0
Destinations International Equity Fund Class ZDIEZXForeign Large Blend
11.71%210.920%Above AverageInstitutional$0
Destinations International Equity Fund Class IDIEFXForeign Large Blend
11.57%211.070%HighInstitutional$0
Destinations Core Fixed Income Fund Class ZDCFZXIntermediate Core-Plus Bond—−1.11%390.720%HighInstitutional$0
Destinations Large Cap Equity Fund Class ZDLCZXLarge Blend
7.73%820.700%AverageInstitutional$0
Destinations Real Assets Fund Class ZDRAZXGlobal Moderate Allocation—
11.47%161.030%HighInstitutional$0
Destinations Real Assets Fund Class IDRAFXGlobal Moderate Allocation—
11.38%161.180%HighInstitutional$0

Destination Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center