Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
1 to 20 of 20 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Destinations Global Fixed Income Opps I | DGFFX | Global Bond | 3.22% | 1 | 0.990% | High | Institutional | — | ||
| Destinations Global Fixed Income Opps Z | DGFZX | Global Bond | 3.30% | 2 | 0.840% | High | Institutional | — | ||
| Destinations Low Duration Fixed Inc I | DLDFX | Short-Term Bond | — | 2.65% | 6 | 0.940% | High | Institutional | — | |
| Destinations Low Duration Fixed Inc Z | DLDZX | Short-Term Bond | — | 2.69% | 5 | 0.790% | High | Institutional | — | |
| Destinations Multi Strategy Alts I | DMSFX | Multistrategy | — | 2.40% | 82 | 1.270% | Below Average | Institutional | — | |
| Destinations Multi Strategy Alts Z | DMSZX | Multistrategy | — | 2.49% | 79 | 1.120% | Below Average | Institutional | — | |
| Destinations Equity Income I | DGEFX | Global Large-Stock Value | 6.51% | 59 | 0.940% | Above Average | Institutional | — | ||
| Destinations Equity Income Z | DGEZX | Global Large-Stock Value | 6.85% | 60 | 0.790% | Below Average | Institutional | — | ||
| Destinations International Equity I | DIEFX | Foreign Large Growth | 5.01% | 66 | 1.160% | High | Institutional | — | ||
| Destinations International Equity Z | DIEZX | Foreign Large Growth | 5.10% | 63 | 1.010% | High | Institutional | — | ||
| Destinations Large Cap Equity Z | DLCZX | Large Blend | 10.28% | 45 | 0.670% | Average | Institutional | — | ||
| Destinations Municipal Fixed Income Z | DMFZX | Muni National Interm | — | 0.38% | 26 | 0.630% | High | Institutional | — | |
| Destinations Small-Mid Cap Equity I | DSMFX | Mid-Cap Blend | 8.02% | 40 | 1.120% | High | Institutional | — | ||
| Destinations Small-Mid Cap Equity Z | DSMZX | Mid-Cap Blend | 7.11% | 41 | 0.970% | Above Average | Institutional | — | ||
| Destinations Core Fixed Income I | DCFFX | Intermediate Core-Plus Bond | −0.81% | 42 | 0.810% | High | Institutional | — | ||
| Destinations Core Fixed Income Z | DCFZX | Intermediate Core-Plus Bond | −0.97% | 37 | 0.660% | High | Institutional | — | ||
| Destinations Large Cap Equity I | DLCFX | Large Blend | 10.25% | 46 | 0.820% | Above Average | Institutional | — | ||
| Destinations Municipal Fixed Income I | DMFFX | Muni National Interm | — | 0.28% | 33 | 0.780% | High | Institutional | — | |
| Brinker Capital Destinations Shelter I | DSHFX | Options Trading | — | 8.16% | 8 | 1.010% | Average | Institutional | — | |
| Brinker Capital Destinations Shelter Z | DSHZX | Options Trading | — | 8.17% | 8 | 0.860% | Low | No Load | — |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank