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DGIFX Disciplined Growth Investors Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Arista Networks (NYSE:ANET), Microchip Technology (NASDAQ:MCHP), Align Technology (NASDAQ:ALGN), Pure Storage (NYSE:PSTG).

Industry description

The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk. The fund normally invests approximately 65% of its assets in equity securities and approximately 35% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $15 billion. It may invest in both investment-grade and below investment-grade securities.

Market Cap

The average market capitalization across the Disciplined Growth Investors MF is 28.83B. The market cap for tickers in the group ranges from 3.62B to 90.66B. ANET holds the highest valuation in this group at 90.66B. The lowest valued company is POWI at 3.62B.

Volume

The average weekly volume growth across all stocks in the Disciplined Growth Investors MF was 19%. For the same stocks of the MF, the average monthly volume growth was 131% and the average quarterly volume growth was 62%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 55
Price Growth Rating: 57
SMR Rating: 57
Profit Risk Rating: 50
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Financial Investors Trust(DGI)1290 Broadway, Suite 1100Denver
Phone
855-DGI-FUND
Web
www.DGIFund.com
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DGIFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DGIFX has been closely correlated with RIDBX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if DGIFX jumps, then RIDBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DGIFX
1D Price
Change %
DGIFX100%
N/A
RIDBX - DGIFX
74%
Closely correlated
+0.63%
IFACX - DGIFX
74%
Closely correlated
+0.67%
RIDAX - DGIFX
53%
Loosely correlated
+0.62%
AMEFX - DGIFX
52%
Loosely correlated
+0.66%
IFAFX - DGIFX
52%
Loosely correlated
+0.66%
More