At DGI, we don’t follow the crowd. We have our own way of doing things. And we are comfortable outside the norm.

We follow an investment philosophy that doesn’t fit the industry's over-reliance on diversification, its reactive trading or its obsession with chasing indices. We scrutinize companies rather than trade stocks. As such, we own companies for years, not weeks or days.

We are here to make money for our clients and ourselves. We invest all of our clients’ money using the same investment philosophy and the same investment team. The mutual fund holds the same stocks that many of our institutional clients hold via our mid-cap SMA and the same stocks our employees own in our retirement plan.

But there’s a hitch. The fund can’t be bought through any other investment firms. You have to open an account directly with DGI. By avoiding the industry’s omni-channel and multi-tiered sales structure we are able to keep costs down. We charge a single fee of .78 percent. No 12-b-1 charges, sales loads or other nonsense.

We didn’t set out to be different. It just turned out that way. We follow our instincts. Focus on what we can know and control. And stay true to a philosophy that has served us (DGI and its clients) well for decades.

Separately managed accounts and related investment advisory services are provided by Disciplined Growth Investors, Inc., a SECregistered investment adviser. ALPS Distributors, Inc is not affiliated with Disciplined Growth Investors, Inc.

Diversification does not eliminate the risk of experiencing investment losses. There is no assurance that the investment process will consistently lead to successful investing.


as of 12.12.2017
NAV $19.68
NAV Change $-0.04


Ticker DGIFX
CUSIP 317609 394

Fact Sheet

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1.855.DGI.FUND (344.3863)

ALPS Distributors, Inc. is the distributor for The Disciplined Growth Investors Fund. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus which contain this and other information, or call 1.855.DGI.FUND. Read the prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

Investments in small and mid-size companies will generally lead to greater volatility. Investments in fixed-income securities are subject to increased loss of principal during periods of rising interest rates.

Not FDIC Insured - No Bank Guarantee - May Lose Value

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