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Destinations Global Fixed Income Opps Z (DGFZX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Destinations Global Fixed Income Opps Z
Berwyn, PA 19312
1055 Westlakes Drive, Suite 250
Brinker Capital Destinations Trust
(610) 407-8348
Management Information
,Lead Manager since June 30, 2023
Andrew Goins is a Senior Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Before assuming his current role, Andrew was Director of SMA & Mutual Fund Due Diligence at Brinker Capital Investments. In that role, Andrew provided oversight of the available universe of SMA’s and mutual funds across the firm’s open-architecture platforms and was responsible for the team of investment analysts. Andrew has over 16 years of industry experience.
Prior to joining Brinker Capital in 2010, Andrew was an Investment Analyst at Budros, Ruhlin & Roe. Andrew graduated from The Ohio State University with his Bachelor of Science in Business Administration. He is a CFA charterholder and holds the FINRA Series 7 license.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Bond
Fund FamilyDestinations Funds
Net Assets836.66M
YTD Return4.49%
Yield5.60%
Morningstar Rating★★★★★
Inception DateMar 19, 2017
Fund Operations
Last Dividend0.31
Last Cap Gain-10.00
Holdings Turnover58.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDGFZXCategory Average
Annual Report Expense Ratio (net)1.03%0.90%
Prospectus Net Expense Ratio1.03%N/A
Prospectus Gross Expense Ratio1.14%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.00%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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