Destinations Small-Mid Cap Equity I (DSMFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Destinations Small-Mid Cap Equity I
Berwyn, PA 19312
1055 Westlakes Drive, Suite 250
Brinker Capital Destinations Trust
(610) 407-8348
Management Information
R. Todd Vingers,Lead Manager since March 19, 2017
Todd Vingers is the President of Leeward Investments, and also serves as head of the investment team and Portfolio Manager on the team’s investment strategies. Mr. Vingers previously spent 19 years at LMCG Investments, LLC, establishing the Value team there in 2002. He has served as the Lead Portfolio Manager on Small Cap Value since 2002 and co-Portfolio Manager on Mid Cap Value since 2014. Prior to LMCG, Mr. Vingers served as a Vice President and senior portfolio manager for American Century Investments and a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute.
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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
CategoryMid-Cap Blend
Fund FamilyDestinations Funds
Net Assets864.57M
YTD Return2.54%
Yield0.26%
Morningstar Rating★★★
Inception DateJul 15, 2018
Fund Operations
Last Dividend0.03
Last Cap Gain5.00
Holdings Turnover115.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDSMFXCategory Average
Annual Report Expense Ratio (net)0.97%0.94%
Prospectus Net Expense Ratio0.97%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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