Destinations Large Cap Equity Fund Class I DLCFX

Morningstar Medalist Rating

Strategy

The investment seeks long term capital appreciation. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization companies. It invests primarily in common and preferred stock, rights or warrants to purchase common or preferred stock, interests in Real Estate Investment Trusts (REITs), securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures, and other securities with equity characteristics. The fund may also invest in futures contracts for speculative or hedging purposes.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
DLCFX
Destinations Large Cap Equity Fund Class IInstitutionalOpen $3.07B0.850%High$0−$480.47M
DLCZX
Destinations Large Cap Equity Fund Class ZInstitutionalOpen $347.22M0.700%Average$0−$14.54M

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