About DLCFX
Destinations Large Cap Equity Fund Class I is an open-end mutual fund focused on long-term capital appreciation through investments primarily in large-cap U.S. equities. Utilizing a multi-manager approach, the fund allocates its assets among several professional sub-advisers, seeking a diversified and balanced exposure across leading sectors such as technology, financial services, healthcare, and consumer cyclical industries. Its portfolio typically mirrors large-blend characteristics, investing in companies that represent the top segment of the U.S. equity market by market capitalization, with no distinct tilt towards either growth or value styles.
The fund is benchmarked to the Russell 1000 Index, providing investors with exposure to approximately 1,000 of the largest U.S. companies. Notable holdings frequently include influential firms such as Microsoft, NVIDIA, Alphabet, Amazon.com, and Apple, supporting the fund’s emphasis on innovation-driven growth. With an inception dating back to March 2017, the fund maintains moderate expense ratios and above-average turnover, reflecting active portfolio management. Destinations Large Cap Equity Fund Class I is positioned for institutional investors seeking diversified access to the U.S. large-cap equity market through a professionally managed, multi-strategy vehicle.
Fund Family Destinations Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DLCFX
Share Class Class I
Index Russell 1000 TR USD
DLCFX had a total return of 13.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.47%.
