Destinations Funds Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return--------2.97
    Category Average------13.733.04
    Assets for Each Yr*------8.789.07
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.97 -- --

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,071 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 43.42 -- --
    International Stock -- 16.22 -- --
    Municipal Bond -- 2.47 -- --
    Taxable Bond -- 25.26 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 26.80 0.91
    Microsoft Corp* Technology 7.45 0.78
    Facebook Inc A* Technology 0.82 0.60
    Cisco Systems Inc* Technology 13.84 0.55
    The Priceline Group Inc* Consumer Cyclical 8.23 0.54
    Apple Inc* Technology 1.46 0.52
    Chevron Corp* Energy -11.99 0.51
    AT&T Inc* Communication Services -5.32 0.48
    JPMorgan Chase & Co* Financial Services 8.24 0.45
    Intel Corp* Technology 0.17 0.39
    Merck & Co Inc* Healthcare -3.06 0.38
    Berkshire Hathaway Inc B* Financial Services 1.41 0.38
    Alphabet Inc C* Technology 6.21 0.36
    Visa Inc Class A* Financial Services 5.81 0.36
    DowDuPont Inc* Basic Materials -0.37 0.35
    Johnson & Johnson* Healthcare -7.02 0.35
    Alphabet Inc A* Technology 5.73 0.31
    UnitedHealth Group Inc* Healthcare 2.12 0.30
    Citigroup Inc* Financial Services 3.91 0.29
    Salesforce.com Inc* Technology 11.98 0.29

    Best 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    02-21-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    02-21-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Core Fi Philip A. Barach 0.90
    Destinations Equity Deborah D. Bickersta 0.90
    Destinations Global Douglas M. Baker 0.90
    Destinations Interna Richard N. Clattenbu 0.90
    Destinations Large C Rachel M. Aguirre 0.90

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Core Fi Philip A. Barach 0.90
    Destinations Equity Deborah D. Bickersta 0.90
    Destinations Global Douglas M. Baker 0.90
    Destinations Interna Richard N. Clattenbu 0.90
    Destinations Large C Rachel M. Aguirre 0.90