Dgi Balanced is trading at 12.25 as of the 19th of July 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 12.2. Dgi Balanced has less than a 9 % chance of experiencing financial distress in the next few years and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to attain its investment objectives by investing in a diversified portfolio of equity and fixed income securities with capital appreciation and current income potential and, as such, intends to operate as a balanced fund. The equity securities in which the fund principally invests will be those of small-, mid-, and large-capitalization issuers.. More on Dgi Balanced I
Dgi Balanced I [DGIIX] is traded in USA and was established 19th of July 2025. Dgi Balanced is listed under Oriental Trust category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Oriental Trust family. This fund currently has accumulated 297.85 M in assets under management (AUM) with minimum initial investment of 2.5 K. Dgi Balanced I is currently producing year-to-date (YTD) return of 8.24% with the current yeild of 0.01%, while the total return for the last 3 years was 14.28%.
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Dgi Balanced financial ratios help investors to determine whether Dgi 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 Dgi with respect to the benefits of owning Dgi Balanced security.