Disciplined Growth Fund Quote
| ADSIX Fund | USD 20.60 0.11 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Disciplined Growth is trading at 20.60 as of the 22nd of March 2025; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 20.49. 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 22nd of December 2024 and ending today, the 22nd of March 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
Moving against Disciplined Mutual Fund
Disciplined Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | June |
Disciplined Growth Fund [ADSIX] is traded in USA and was established 22nd of March 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 897.36 M in assets under management (AUM) with no minimum investment requirementsDisciplined Growth is currently producing year-to-date (YTD) return of 0.85%, while the total return for the last 3 years was 13.23%.
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
| NVDA | NVIDIA | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care |
Disciplined Growth Risk Profiles
| Mean Deviation | 1.66 | |||
| Standard Deviation | 3.93 | |||
| Variance | 15.43 | |||
| Risk Adjusted Performance | (0.13) |
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.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Global Correlations Find global opportunities by holding instruments from different markets |