The Disciplined Growth Investors Equity Fund
DGIQX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
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Performance
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Price
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NAV
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Company Information
Provider
DGI
Manager/Tenure
(Years)
(Years)
Nick Hansen (0), Jason Lima (0), Fred K. Martin (0), 1 other
Address
The Disciplined Growth Investors Fund
Denver CO - 80201
Denver CO - 80201
Country
United States
Phone Number
855-344-3863
Investment Strategy
The investment seeks long-term capital growth. Under normal conditions, the fund invests at least 80% of its assets in equity securities. The Adviser’s goal is to find stocks that the advisor believes meet its criteria of sustainable competitive advantage relative to industry peers, long-term superior return on capital coupled with the financial ability to meet reasonable growth objectives. It seeks to invest primarily in U.S. companies but may invest in foreign companies from time to time. It is non-diversified.