The Disciplined Growth Investors Fund (DGIFX)
The Disciplined Growth Investors Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $28.46, up 0.60% on the session, giving a market capitalisation of $660.0M. Its beta of 1.32 implies it has historically moved more than the broad market.
This fund typically allocates approximately 65% of its portfolio to equity holdings, with the remaining 35% dedicated to fixed-income instruments and cash. The debt securities within the fund generally possess a weighted average maturity between five and ten years. The adviser primarily targets investments in mid-capitalization companies, specifically those with a market value ranging from over $1 billion to under $15 billion at the time of acquisition. The fund also has the flexibility to acquire both investment-grade and non-investment-grade securities.
The Disciplined Growth Investors Fund is most often compared with the following Financial Services names: