Destinations Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-------5.1411.07
    Category Average----16.70-3.5913.65
    Assets for Each Yr*----8.789.6512.01
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.07 -- --

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,012 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 42.55 0.84 Below Avg
    International Stock -- 14.75 1.11 Average
    Municipal Bond -- 7.51 0.73 Average
    Taxable Bond -- 9.95 0.88 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Core Fi Philip A. Barach 2.50
    Destinations Real As Mackenzie B. Davis 2.50
    Destinations Small-M Michael Buck 2.50
    Destinations Interna Richard N. Clattenbu 2.40
    Destinations Global Douglas M. Baker 2.30

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Destinations Multi S Michael Caldwell 1.60
    Destinations Municip Leigh A. Lowman 1.90
    Destinations Equity Deborah D. Bickersta 2.00
    Destinations Large C Rachel M. Aguirre 2.00
    Destinations Global Douglas M. Baker 2.30