DGI Mutual Funds List
Here you can find all mutual funds issued by DGI and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.78%
- Avg. 1 Year Return
- 25.48%
- Avg. 5 Year Return
- 10.48%
- Median Risk/Return Score
- 38 / 100
DGI Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Disciplined Growth Investors Fund | Diversified Portfolio | Aug 11, 2011 | 0.78% | 17.45% | 12.45% | 7.02% | 38 |
Explore top DGI Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best DGI Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Disciplined Growth Investors Fund | 38 | — | Aug 2011 |
Best-Performing DGI Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Disciplined Growth Investors Fund | 10.48% | — | Aug 2011 |
Lowest-Cost DGI Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Disciplined Growth Investors Fund | 0.78% | — | Aug 2011 |
Highest-Yield DGI Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Disciplined Growth Investors Fund | 7.02% | — | Aug 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.