Disciplined Growth Fund Quote

ADGGX Fund  USD 23.86  0.01  0.04%   

Performance

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Odds Of Distress

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Low
Disciplined Growth is trading at 23.86 as of the 19th of February 2025; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 23.85. Disciplined Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of January 2025 and ending today, the 19th of February 2025. Click here to learn more.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. More on Disciplined Growth Fund

Moving together with Disciplined Mutual Fund

  0.95AMDVX Mid Cap ValuePairCorr
  0.75AMGIX Income GrowthPairCorr
  0.64CDBCX Diversified BondPairCorr

Moving against Disciplined Mutual Fund

  0.54TWAVX Short Term GovernmentPairCorr
  0.5TWARX Short Term GovernmentPairCorr
  0.47TWACX Short Term GovernmentPairCorr

Disciplined Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments (View all Sectors)
Update Date31st of December 2024
Disciplined Growth Fund [ADGGX] is traded in USA and was established 19th of February 2025. Disciplined Growth is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund presently has accumulated 676.07 M in assets under management (AUM) with no minimum investment requirementsDisciplined Growth is currently producing year-to-date (YTD) return of 4.19%, while the total return for the last 3 years was 15.11%.
Check Disciplined Growth Probability Of Bankruptcy

Instrument Allocation

Stocks98.3%C...O...100%

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Disciplined Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Disciplined Mutual Fund, and the less return is expected.
Technology42.05%Consumer Cyclical16.97%Healthcare14.25%IndustrialsCommu...Financial ServicesConsumer ...EnergyB...R...100%
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Disciplined Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Disciplined Growth Fund Mutual Fund Constituents

AMZNAmazon IncStockConsumer Discretionary
ZTSZoetis IncStockHealth Care
SPGISP GlobalStockFinancials
IBMInternational Business MachinesStockInformation Technology
HDHome DepotStockConsumer Discretionary
MAMastercardStockFinancials
QCOMQualcomm IncorporatedStockInformation Technology
AVGOBroadcomStockInformation Technology
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Disciplined Growth Risk Profiles

Disciplined Growth Against Markets

Other Information on Investing in Disciplined Mutual Fund

Disciplined Growth financial ratios help investors to determine whether Disciplined Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Disciplined with respect to the benefits of owning Disciplined Growth security.
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