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Morningstar

Destinations Large Cap Equity I DLCFX

Morningstar Analyst Rating
Quantitative rating as of | See Destination Investment Hub
  • NAV / 1-Day Return 13.32  /  0.91 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.58%
  • Turnover 83%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis DLCFX

Will DLCFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLCFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DLCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DLCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Destinations Large Cap Equity I earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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