Disciplined Growth Fund Quote
| ADSIX Fund | USD 31.85 0.30 0.95% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Disciplined Growth is trading at 31.85 as of the 2nd of December 2024; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 31.55. 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. Equity ratings for Disciplined Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2023 and ending today, the 2nd 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
| 0.88 | TWADX | Value Fund A | PairCorr |
| 0.99 | TWCAX | Select Fund A | PairCorr |
| 0.83 | TWBIX | Balanced Fund Investor | PairCorr |
| 0.77 | AMVGX | Mid Cap Value | PairCorr |
| 0.8 | TWEAX | Equity Income | 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 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | June |
Disciplined Growth Fund [ADSIX] is traded in USA and was established 2nd 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 897.36 M in assets under management (AUM) with no minimum investment requirementsDisciplined Growth is currently producing year-to-date (YTD) return of 30.7% with the current yeild of 0.0%, while the total return for the last 3 years was 8.39%.
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
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| ILMN | Illumina | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary |
Disciplined Growth Risk Profiles
| Mean Deviation | 0.7197 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 |
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.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |