Skip to Content
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 industry.

Portfolio managers at Disciplined Growth Investors(DGI) have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Disciplined Growth Investors(DGI)'s rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

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
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • 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.

Sponsor Center