DGI Balanced Fund Class NT (DGINX)

Overview

The fund aims to achieve its investment objectives by creating a balanced portfolio composed of equity and fixed income securities. It focuses on both capital appreciation and generating current income, positioning itself as a "balanced" fund. The strategy includes investing in a diversified array of securities to mitigate risk while seeking growth through small-, mid-, and large-cap issuers. This approach allows the fund to cater to investors looking for a blend of stability and potential for returns across different market capitalizations.

Products and Services

The fund offers a diversified investment strategy through two main categories of financial instruments:

• Equity Securities:

  We focus on purchasing equity securities from a range of market capitalizations, including small-, mid-, and large-cap issuers. This allows our investors to benefit from the growth potential of companies at different stages of development. By diversifying across market caps, the fund aims to capture growth while reducing the volatility associated with investing in the equity market.

• Fixed Income Securities:

  Apart from equities, the fund invests in fixed income securities to provide current income and further diversification to the portfolio. These investments help balance the risk-reward profile of the fund, offering investors a smoother return profile compared to purely equity investments. Fixed income securities could include bonds, debt instruments, and other securities that generate regular income, contributing to the fund's goal of delivering a balanced investment approach.