The Disciplined Growth Investors Fund (DGIFX) Research

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.

Market snapshot

Symbol
DGIFX
Price
$26.92
Day change
+1.32%
Market cap
$642.3M
52-week range
23.43-27.77
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Alger Focus Equity Fund (ALZFX)
  • Diamond Hill All Cap Select Fund (DHTYX)
  • Goldman Sachs Large Cap Value Insights Fund (GCVIX)
  • Hartford Moderately Aggressive Allocation Fund-A (HRAAX)
  • Aberdeen India Fund, Inc. (IFN)
  • LSV Small Cap Value Fund (LVAQX)
  • Meridian Contrarian Fund (MFCAX)
  • Optimum Small-Mid Cap Value Fund (OISVX)

Open The Disciplined Growth Investors Fund (DGIFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.