The Disciplined Growth Investors Equity FundDGIQX

MUTUAL FUNDTrueMark
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$149.8M
Expense ratio
0.85%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
44

What it aims to do.

The Disciplined Growth Investors Equity Fund (the Fund) seeks long-term capital growth.

Top 10 holdings.

Holding% of fund
ANET Arista Networks Inc7.01%
PLXS Plexus Corp6.59%
P Everpure Inc5.53%
GRMN Garmin Ltd5.49%
CGNX Cognex Corp5.06%
Coterra Energy Inc4.58%
VSAT Viasat Inc4.55%
SMTC Semtech Corp3.68%
AKAM Akamai Technologies Inc3.64%
GNRC Generac Holdings Inc3.21%

More on DGIQX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.