Disciplined Growth Investors Fund (DGIFX)

David_Snowball

It hasn't particularly been on my radar, but has shown up atop several screens lately. Five-star but not a Great Owl. Sort of a mid-cap balanced fund (65% equity) with near-equity returns. 11.3% annually since inception with SD and DSD about 1% below a pure stock portfolio and a percent or two above a balanced portfolio. About 50% tech right now.

I was wondering if any of the folks on the board had experience with the fund or managers, Fred Martin and Rob Nicoski?

Curious as ever,

David

LewisBraham

https://barrons.com/articles/why-direct-sold-mutual-funds-often-beat-those-peddled-by-advisors-1428719781

David_Snowball

You are good!

LewisBraham

Thanks.

Dennis Baran

David: I came across this fund some years ago, considered owning it, but then chose an alternative. Since then, I haven't followed it. Here's an article from 2018 at the Star Tribune, Mpls.

https://www.startribune.com/minneapolis-mutual-fund-manager-disciplined-growth-investors-aims-to-attract-clients-directly/474114633/