Oriental Trust Mutual Funds List
Here you can find all mutual funds issued by Oriental Trust 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
- 1.40%
- Avg. 1 Year Return
- 17.37%
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- 58 / 100
Oriental Trust 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DGI Balanced Fund | Diversified Portfolio | May 23, 2021 | 1.40% | 6.37% | — | 1.09% | 58 |
Explore top Oriental Trust 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 Oriental Trust Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| DGI Balanced Fund | 58 | — | May 2021 |
Lowest-Cost Oriental Trust Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| DGI Balanced Fund | 1.40% | — | May 2021 |
Highest-Yield Oriental Trust Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| DGI Balanced Fund | 1.09% | — | May 2021 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.