DGIFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Disciplined Growth Investors (DGIFX) Ownership - Who owns Disciplined Growth Investors?

The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DGIFX

Net Assets

519M

Fund Existence

over 13 years

Turnover

35.00

Total Expense Ratio

0.78

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.78

Assets in Top Ten Holdings

177M

Average Credit Quality

N/A

Average Effective Duration

3.97

Average Effective Maturity

4.81

Fund of Funds

Fund Share Class Net Assets

519M

Fund Type

OpenEnd

Index Fund

Management Fee

0.78

Modified Duration

4.04

No Load Fund

Yes

Number of Long Holdings

142.00

Number of Net Holdings

142.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

33.03%

Gain YTD

-5.850

Annual Yield % from dividends

0.99

Returns for 1 year

-21.57

Returns for 3 years

7.69

Returns for 5 years

45.18

Returns for 10 years

46.56

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details