Disciplined Growth Financials
| DGIFX Fund | USD 25.65 0.13 0.50% |
Disciplined |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Disciplined Growth Fund Summary
Disciplined Growth competes with Fidelity Advisor, 13d Activist, 13d Activist, 13d Activist, and Columbia Select. The fund normally invests approximately 65 percent of its assets in equity securities and approximately 35 percent in fixed-income securities and cash equivalents. The funds 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.Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3176093942 |
| Business Address | Financial Investors Trust |
| Mutual Fund Family | DGI |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 855 344 3863 |
| Currency | USD - US Dollar |
Disciplined Growth Key Financial Ratios
Disciplined Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Growth's current stock value. Our valuation model uses many indicators to compare Disciplined Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Disciplined Growth competition to find correlations between indicators driving Disciplined Growth's intrinsic value. More Info.The Disciplined Growth is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Disciplined Growth is roughly 6.33 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Disciplined Growth's earnings, one of the primary drivers of an investment's value.The Disciplined Growth Systematic Risk
Disciplined Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Disciplined Growth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on The Disciplined Growth correlated with the market. If Beta is less than 0 Disciplined Growth generally moves in the opposite direction as compared to the market. If Disciplined Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one The Disciplined Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Disciplined Growth is generally in the same direction as the market. If Beta > 1 Disciplined Growth moves generally in the same direction as, but more than the movement of the benchmark.
Disciplined Growth December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Disciplined Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Disciplined Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Disciplined Growth based on widely used predictive technical indicators. In general, we focus on analyzing Disciplined Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Disciplined Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8364 | |||
| Information Ratio | 0.032 | |||
| Maximum Drawdown | 3.65 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.34 |
Other Information on Investing in Disciplined Mutual Fund
Disciplined Growth financial ratios help investors to determine whether Disciplined Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Disciplined with respect to the benefits of owning Disciplined Growth security.
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