DGICX Mutual Fund
DGICX Mutual Fund
DGICX Mutual Fund
DGI Balanced Fund Class C
DGICX Mutual Fund Overview
DGICX Mutual Fund (DGI Balanced Fund Class C) is managed by Oriental Trust with $330,235.72 in net assets. DGICX expense ratio is 2.45%, holding 147 positions across sectors including Financials. Inception date: 2023-12-06.
DGICX performance shows a YTD return of 3.62%. The 1-year return is 4.52%. DGICX dividend yield stands at 0.95%, paid annually.
DGICX top holdings include Spdr S&p 500 ETF Trust (26.3%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (10.0%), Ishares Russell 2000 Index ETF (8.0%), Ishares Msci Eafe ETF (4.7%), Vanguard Ftse Europe ETF (4.5%). Go to all DGICX holdings, DGICX sectors, or DGICX dividends.
DGICX can be compared against other funds. Use DGICX overlap to find shared positions, or DGICX vs another fund for a side-by-side view. DGICX alternatives are available via the screener, along with tax-loss harvesting opportunities.