Brinker Capital Destinations Shelter Fund Class Z DSHZX

Morningstar Medalist Rating

Strategy

The investment seeks capital appreciation with lower volatility than broad equity markets. The fund’s investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.

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
DSHZX
Brinker Capital Destinations Shelter Fund Class ZNo LoadOpen $1.80M1.040%Below Average$0−$255,828.78
DSHFX
Brinker Capital Destinations Shelter Fund Class IInstitutionalOpen $83.45M1.190%Average$0−$17.23M

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