The Disciplined Growth Fund Quote
| DGIFX Fund | USD 25.65 0.13 0.50% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Disciplined Growth is trading at 25.65 as of the 15th of December 2024; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 25.78. Disciplined Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 16th of September 2024 and ending today, the 15th of December 2024. Click here to learn more.
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. More on The Disciplined Growth
Moving together with Disciplined Mutual Fund
| 0.77 | FFIFX | American Funds | PairCorr |
| 0.76 | FAIFX | American Funds | PairCorr |
| 0.72 | IFACX | Income Fund | PairCorr |
| 0.75 | IFAFX | Income Fund | PairCorr |
| 0.76 | AMECX | Income Fund | PairCorr |
Moving against Disciplined Mutual Fund
Disciplined Mutual Fund Highlights
| Fund Concentration | DGI Funds, Large Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, DGI, Large, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
The Disciplined Growth [DGIFX] is traded in USA and was established 15th of December 2024. Disciplined Growth is listed under DGI category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of DGI family. This fund currently has accumulated 232.97 M in assets under management (AUM) with minimum initial investment of 10 K. The Disciplined Growth is currently producing year-to-date (YTD) return of 26.56% with the current yeild of 0.01%, while the total return for the last 3 years was 11.59%.
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 The Disciplined Growth 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 The Disciplined Growth Mutual Fund Constituents
| OTEX | Open Text Corp | Stock | Information Technology | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| UI | Ubiquiti Networks | Stock | Information Technology | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SNBR | Sleep Number Corp | Stock | Consumer Discretionary | |
| SMCI | Super Micro Computer | Stock | Information Technology | |
| POWI | Power Integrations | Stock | Information Technology | |
| PLXS | Plexus Corp | Stock | Information Technology |
The Disciplined Growth Risk Profiles
| Mean Deviation | 0.6116 | |||
| Semi Deviation | 0.6837 | |||
| Standard Deviation | 0.7961 | |||
| Variance | 0.6338 |
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.
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