The Disciplined is trading at 25.61 as of the 30th of November 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 25.55. The Disciplined has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for The Disciplined Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally invests approximately 65 percent of its assets in equity securities and approximately 35 percent in fixed-income securities and cash equivalents. The funds fixed-income securities will generally have a weighted average maturity of five to 10 years. More on The Disciplined Growth
The Disciplined Growth [DGIFX] is traded in USA and was established 30th of November 2024. The Disciplined is listed under DGI category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of DGI family. This fund currently has accumulated 232.97 M in assets under management (AUM) with minimum initial investment of 10 K. The Disciplined Growth is currently producing year-to-date (YTD) return of 25.3% with the current yeild of 0.01%, while the total return for the last 3 years was 10.88%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Disciplined Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Disciplined Growth Mutual Fund Constituents
The Disciplined financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Disciplined security.