Disciplined Growth Fund Quote
| ADRRX Fund | USD 29.77 0.09 0.30% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Disciplined Growth is trading at 29.77 as of the 11th of December 2024; that is 0.3 percent down since the beginning of the trading day. The fund's open price was 29.86. Disciplined Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. More on Disciplined Growth Fund
Moving together with Disciplined Mutual Fund
| 0.96 | TWCGX | Growth Fund Investor | PairCorr |
| 0.81 | TWBIX | Balanced Fund Investor | PairCorr |
| 0.72 | TWEIX | Equity Income | PairCorr |
| 0.97 | TWCUX | Ultra Fund Investor | PairCorr |
Moving against Disciplined Mutual Fund
Disciplined Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Disciplined Growth Fund [ADRRX] is traded in USA and was established 11th of December 2024. Disciplined Growth is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund presently has accumulated 676.07 M in assets under management (AUM) with no minimum investment requirementsDisciplined Growth is currently producing year-to-date (YTD) return of 35.07%, while the total return for the last 3 years was 10.7%.
Check Disciplined Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Disciplined Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Disciplined Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Disciplined Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Disciplined Growth Fund Mutual Fund Constituents
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| NVDA | NVIDIA | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| MMM | 3M Company | Stock | Industrials |
Disciplined Growth Risk Profiles
| Mean Deviation | 0.6669 | |||
| Semi Deviation | 0.6563 | |||
| Standard Deviation | 0.9368 | |||
| Variance | 0.8776 |
Disciplined Growth Against Markets
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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |