Disciplined Growth Fund Quote
ADGGX Fund | USD 23.86 0.01 0.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
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
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Disciplined Mutual Fund Highlights
Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments (View all Sectors) |
Update Date | 31st 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
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.
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
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
ZTS | Zoetis Inc | Stock | Health Care | |
SPGI | SP Global | Stock | Financials | |
IBM | International Business Machines | Stock | Information Technology | |
HD | Home Depot | Stock | Consumer Discretionary | |
MA | Mastercard | Stock | Financials | |
QCOM | Qualcomm Incorporated | Stock | Information Technology | |
AVGO | Broadcom | Stock | Information Technology |
Disciplined Growth Risk Profiles
Mean Deviation | 1.38 | |||
Standard Deviation | 3.79 | |||
Variance | 14.36 | |||
Risk Adjusted Performance | (0.06) |
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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