Destinations Large Cap Equity Fund Class Z DLCZX
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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DLCFX
| Destinations Large Cap Equity Fund Class I | Institutional | Open | $3.07B | 0.850% | High | $0 | −$480.47M | |||
DLCZX
| Destinations Large Cap Equity Fund Class Z | Institutional | Open | $347.22M | 0.700% | Average | $0 | −$14.54M |