Disciplined Growth Investors Fund

Class Other (DGIFX)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.84 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 0.8%
1 Year 17.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk. The fund normally invests approximately 60% of its assets in equity securities and approximately 40% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have weighted average maturity of five to 10 years. The fund seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $10 billion. It may invest in both investment-grade and below investment-grade securities.

Fees

Fees are Above Average compared to funds in the same category.
Disciplined Growth Investors Fund has an expense ratio of 0.78 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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