DGINX Mutual Fund

DGINX Mutual Fund (DGI Balanced Fund Class NT) is managed by Oriental Trust with $17.6M in net assets. DGINX expense ratio is 1.45%, holding 136 positions across sectors including Financials. Inception date: 2021-05-26.

DGINX performance shows a YTD return of 5.19%. The 1-year return is 12.50% and the 5-year return is 3.95%. DGINX dividend yield stands at 1.10%, paid annually.

DGINX top holdings include Spdr S&p 500 ETF Trust (23.9%), Ishares Russell 2000 Index ETF (12.0%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (11.6%), Ishares Msci Eafe ETF (4.5%), Vanguard Ftse Europe ETF (4.3%). Go to all DGINX holdings, DGINX sectors, or DGINX dividends.

DGINX can be compared against other funds. Use DGINX overlap to find shared positions, or DGINX vs another fund for a side-by-side view. DGINX alternatives are available via the screener, along with tax-loss harvesting opportunities.