Destinations Small-Mid Cap Equity Fund (DSMFX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSMFX
DSMFX charges 1.10% annually. There are 92 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | DSMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | DSMFX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | DSMFX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | DSMFX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DSMFX vs FSMAX |
Best Risk-Adjusted Alternatives to DSMFX
DSMFX has a PortfoliosLab risk / return rank of 80. There are 3 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | DSMFX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | DSMFX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | DSMFX vs GENIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | DSMFX vs FZAMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 80 | — | Aug 2004 | DSMFX vs FIIMX |
Top Performing DSMFX Alternatives (YTD)
DSMFX is at 19.85% YTD. There are 23 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | DSMFX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | DSMFX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | DSMFX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | DSMFX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | DSMFX vs FZAMX |
Lowest Volatility Alternatives to DSMFX
DSMFX has 18.45% 1-year volatility. There are 106 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | DSMFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | DSMFX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | DSMFX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | DSMFX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | DSMFX vs RSINX |
Lowest Drawdown Alternatives to DSMFX
DSMFX has a 1-year max drawdown of -9.75%. There are 69 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | DSMFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | DSMFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | DSMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | DSMFX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | DSMFX vs DNLDX |
Other Mutual Funds from Destinations Funds
The 7 most viewed Destinations Funds mutual funds shown here include DGFFX, DLDFX, DGEFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | Global Bonds | 98 | 3.02% | — | Mar 2017 | DSMFX vs DGFFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.58% | — | Mar 2017 | DSMFX vs DLDFX | |
| Destinations Equity Income Fund | Large Cap Value Equities | 74 | 10.24% | — | Mar 2017 | DSMFX vs DGEFX | |
| Destinations Core Fixed Income Fund | Intermediate Core-Plus Bond | 19 | 0.13% | — | Mar 2017 | DSMFX vs DCFFX | |
| Destinations International Equity Fund | Foreign Large Cap Equities | 49 | 14.27% | — | Mar 2017 | DSMFX vs DIEFX | |
| Destinations Multi Strategy Alternatives Fund | Multistrategy | 63 | 1.12% | — | Mar 2017 | DSMFX vs DMSFX | |
| Destinations Large Cap Equity Fund | Large Cap Blend Equities | 30 | 6.97% | — | Mar 2017 | DSMFX vs DLCFX |
Often Compared With DSMFX
Investors most often compare DSMFX with FMCDX, BTSMX, FITIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DSMFX with Any Fund or Stock
Compare DSMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSMFX with funds that move differently
Destinations Small-Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSMFX.
Explore DSMFX Diversifiers