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Morningstar

Disciplined Growth Investors (DGI)

Disciplined Growth Investors (DGI) Parent Rating

Above Average
Morningstar Manager Research

Disciplined Growth Investors(DGI) earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

Manager investment is an area of strength for the firm. Over 100% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Disciplined Growth Investors(DGI) open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Disciplined Growth Investors(DGI)'s rating.

Disciplined Growth Investors (DGI) Investments

Mutual Funds

See All Disciplined Growth Investors (DGI) Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

552.45 Mil

Investment Flows (TTM)

4.94 Mil

Asset Growth Rate (TTM)

1.35%

# of Share Classes

1
Morningstar Rating # of Share Classes
1
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Disciplined Growth Investors1
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Quick Definitions: Key Morningstar Terms

  • Category

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  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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