The Disciplined Growth Investors Fund (DGIFX)
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The Disciplined Growth Investors Fund (DGIFX) FAQ
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The Disciplined Growth Investors Fund Profile
| NASDAQ Exchange | US Country |
Overview
This fund presents a balanced approach to investing, allocating its assets across both equity securities and fixed-income securities. It is designed to cater to investors looking for a mix of growth and income, by investing approximately 65% of its assets in equities and the remaining 35% in fixed-income securities and cash equivalents. The fund targets mid-sized companies, recognizing their potential for growth, while maintaining a prudent approach to risk through diversification across asset classes.
Products and Services
- Equity Securities Investment
The fund invests about 65% of its portfolio in equities, focusing on mid-sized companies with market capitalizations between $1 billion and $15 billion at the time of purchase. This approach aims to capture the growth potential of these firms while mitigating the volatility associated with larger or smaller companies.
- Fixed-Income Securities Investment
Approximately 35% of the fund’s assets are allocated to fixed-income securities and cash equivalents, with a preference for securities that have a weighted average maturity of five to 10 years. By investing in both investment-grade and below-investment-grade securities, the fund seeks to achieve a balance between risk and return, providing steady income and potential for capital preservation.
