Destinations Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return---------0.20
    Category Average------13.73-0.84
    Assets for Each Yr*------8.788.87
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.20 -- --

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,869 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 42.66 -- --
    International Stock -- 16.07 -- --
    Municipal Bond -- 2.62 -- --
    Taxable Bond -- 25.80 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-18-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 30.64 0.88
    Microsoft Corp* Technology 13.23 0.68
    Booking Holdings Inc* Consumer Cyclical 25.48 0.62
    Facebook Inc A* Technology -5.72 0.57
    Cisco Systems Inc* Technology 18.15 0.55
    Apple Inc* Technology 5.46 0.52
    Chevron Corp* Energy -0.20 0.50
    AT&T Inc* Communication Services -6.87 0.47
    JPMorgan Chase & Co* Financial Services 3.27 0.43
    Intel Corp* Technology 16.79 0.42
    Visa Inc Class A* Financial Services 9.36 0.36
    Berkshire Hathaway Inc B* Financial Services 0.65 0.36
    Merck & Co Inc* Healthcare 5.56 0.34
    DowDuPont Inc* Basic Materials -3.90 0.32
    Johnson & Johnson* Healthcare -7.99 0.32
    Salesforce.com Inc* Technology 21.75 0.32
    Alphabet Inc C* Technology 2.45 0.32
    Philip Morris International Inc* Consumer Defensive -2.97 0.31
    UnitedHealth Group Inc* Healthcare 7.57 0.28
    Alphabet Inc A* Technology 2.09 0.28

    Best 5-Year Relative Performance | More
    04-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-18-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    04-18-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Core Fi Philip A. Barach 1.10
    Destinations Equity Deborah D. Bickersta 1.10
    Destinations Global Douglas M. Baker 1.10
    Destinations Interna Richard N. Clattenbu 1.10
    Destinations Large C Rachel M. Aguirre 1.10

    Shortest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Core Fi Philip A. Barach 1.10
    Destinations Equity Deborah D. Bickersta 1.10
    Destinations Global Douglas M. Baker 1.10
    Destinations Interna Richard N. Clattenbu 1.10
    Destinations Large C Rachel M. Aguirre 1.10