Mid Cap

Disciplined Growth Investors (DGI) offers Mid Cap Growth portfolio management.

This service is offered exclusively in the form of separately managed accounts (SMA). A minimum of $15 million of assets managed is required for a potential partnering relationship. Custodial services are selected by the client separately and are not offered by DGI. The standard fee schedule is tiered at 1% for the first $5 million and 0.75% for the assets above. Fees are quoted on an annualized basis, but are billed quarterly. Relationships greater than $25 million are negotiated individually. A complete list of all composites is available upon request.

Mid Cap Growth Portfolio Reports

Performance

Updated 01/31/2017

Disciplined Growth Investors Mid Cap Growth “Performance” report contains the most recent performance update for the Mid Cap Growth Composite. This report is updated monthly and contains time weighted returns for the following time periods: most recent month, year-to-date, since inception and 1, 3, 5, 10 & 15 year annualized periods.

performance_report /documents/58b9dbc770c99/performance_report.pdf 01/31/2017

performance_report /documents/58b9dba703a6d/performance_report.pdf 12/31/2016

performance_report /documents/5849abad6f40c/performance_report.pdf 11/30/2016

performance_report /documents/58238ce0d9cf3/performance_report.pdf 10/31/2016

performance_report /documents/57f7b765dc60a/performance_report.pdf 09/30/2016

performance_report /documents/57cef4d175d45/performance_report.pdf 08/31/2016

performance_report /documents/57a37ddbdebe6/performance_report.pdf 07/31/2016

performance_report /documents/5784fcac434cf/performance_report.pdf 06/30/2016

performance_report /documents/57681dc0ca972/performance_report.pdf 05/31/2016

performance_report /documents/572ca7e9d7f2f/performance_report.pdf 04/30/2016

performance_report /documents/5706708806a5a/performance_report.pdf 03/31/2016

performance_report /documents/56d8aa2866045/performance_report.pdf 02/29/2016

performance_report /documents/56d0b630e11bd/performance_report.pdf 01/31/2016

performance_report /documents/569fb07be98a2/performance_report.pdf 12/31/2015

performance_report /documents/5665ad122e919/performance_report.pdf 11/30/2015

performance_report /documents/563a6646926ae/performance_report.pdf 10/31/2015

performance_report /documents/561c0f76c2ed0/performance_report.pdf 09/30/2015

performance_report /documents/55ef2bd194ccd/performance_report.pdf 08/31/2015

performance_report /documents/55d39079734b6/performance_report.pdf 07/31/2015

performance_report /documents/55a4040bd2bc9/performance_report.pdf 06/30/2015

performance_report /documents/55775d265cc62/performance_report.pdf 05/31/2015

performance_report /documents/554a6eee4c2a5/performance_report.pdf 04/30/2015

performance_report /documents/552ed2ee7aebf/performance_report.pdf 03/31/2015

performance_report /documents/54f8c6b627ddb/performance_report.pdf 2/28/2015

performance_report /documents/54e4c11ccf78f/performance_report.pdf 1/31/2015

performance_report /documents/54b3e7b1ab732/performance_report.pdf 12/31/2014

performance_report /documents/54822dfb1aacc/performance_report.pdf 11/30/2014

performance_report /documents/54610e0b6f91b/performance_report.pdf 10/31/2014

performance_report /documents/5458f0fbcca67/performance_report.pdf 9/30/2014

performance_report /documents/544183fba87ca/performance_report.pdf 8/31/2014

performance_report /documents/53f6465741d6a/performance_report.pdf 7/31/2014

performance_report /documents/53c6868a625cd/performance_report.pdf 6/30/2014

performance_report /documents/539461564992a/performance_report.pdf 5/31/2014

performance_report /documents/536bfcc224c39/performance_report.pdf 4/30/2014

performance_report /documents/535fea07743a8/performance_report.pdf 03/31/2014

performance_report /documents/531e0c062045b/performance_report.pdf 02/28/2014

performance_report /documents/530794a313e1f/performance_report.pdf 01/31/2014

performance_report /documents/52a76f5e78394/performance_report.pdf 11/30/2013

performance_report /documents/52793605006d6/performance_report.pdf 10/31/2013

performance_report /documents/52712c006e870/performance_report.pdf 09/30/2013

performance_report /documents/524c4d2b79ef4/performance_report.pdf 08/31/2013

Quarterly Fact Sheet & Review

Updated 12/31/2016

Disciplined Growth Investors Mid Cap Growth “Quarterly Fact Sheet & Review” report contains the following information relevant to the Mid Cap Growth Composite: strategy overview, time weighted returns for the previous quarter, 1, 3, 5, 10 & 15 year annualized periods, portfolio characteristics including sector weightings, a written review of the most recent quarter and featured stock holding.

quarterly_fact_sheet /documents/589b86f961259/quarterly_fact_sheet.pdf 12/31/2016

quarterly_fact_sheet /documents/5810be0c46937/quarterly_fact_sheet.pdf 09/30/2016

quarterly_fact_sheet /documents/5798fa570ccc4/quarterly_fact_sheet.pdf 06/30/2016

quarterly_fact_sheet /documents/571137a4e8167/quarterly_fact_sheet.pdf 03/31/2016

quarterly_fact_sheet /documents/569fb07be9beb/quarterly_fact_sheet.pdf 12/31/2015

quarterly_fact_sheet /documents/562aab2c00d5f/quarterly_fact_sheet.pdf 09/30/2015

quarterly_fact_sheet /documents/55a7e4ecb10c8/quarterly_fact_sheet.pdf 06/30/2015

quarterly_fact_sheet /documents/552ed30aeac69/quarterly_fact_sheet.pdf 03/31/2015

quarterly_fact_sheet /documents/54c6acd622935/quarterly_fact_sheet.pdf 12/31/2014

quarterly_fact_sheet /documents/54592155cc106/quarterly_fact_sheet.pdf 9/30/2014

quarterly_fact_sheet /documents/53cec28fba0ad/quarterly_fact_sheet.pdf 06/30/2014

quarterly_fact_sheet /documents/53582001d41e2/quarterly_fact_sheet.pdf 03/31/2014

quarterly_fact_sheet /documents/530776df07de8/quarterly_fact_sheet.pdf 12/31/2013

quarterly_fact_sheet /documents/527936050454c/quarterly_fact_sheet.pdf 09/30/2013

Independent GIPS Verification Statement

Updated 06/30/2016

This is the most recent external GIPS® verification statement.

independent_gips /documents/5849ac9f350f8/independent_gips.pdf 06/30/2016

independent_gips /documents/57682daab71cb/independent_gips.pdf 12/31/2015

independent_gips /documents/566f94b1e9c49/independent_gips.pdf 06/30/2015

independent_gips /documents/5537efb82771b/independent_gips.pdf 12/31/2014

independent_gips /documents/53f649d4dcbc0/independent_gips.pdf 6/30/2014

independent_gips /documents/5303c51992d3d/independent_gips.pdf 12/31/2013

independent_gips /documents/52543141696c6/independent_gips.pdf 06/30/2013

SEC Form ADV Part 1

Updated 03/28/2016

Most recent Form ADV Part 1 as filed with the U.S. Securities & Exchange Commission.

sec_form_adv_part_1 /documents/56fe85ce5c5d5/sec_form_adv_part_1.pdf 03/28/2016

sec_form_adv_part_1 /documents/55427c6d8bf6a/sec_form_adv_part_1.pdf 12/31/2014

sec_form_adv_part_1 /documents/527936050f0d5/sec_form_adv_part_1.pdf 10/09/2013

sec_form_adv_part_1 /documents/52543165ecc46/sec_form_adv_part_1.pdf 03/31/2013

SEC Form ADV 2A & 2B

Updated 03/28/2016

Most recent Form ADV Part 2A Firm Brochure as filed with the U.S. Securities & Exchange Commission, and most recent Form ADV Part 2B Brochure Supplement.

sec_form_adv_2a_2b /documents/56fe85ce64b89/sec_form_adv_2a_2b.pdf 03/28/2016

sec_form_adv_2a_2b /documents/55427c6d989a6/sec_form_adv_2a_2b.pdf 12/31/2014

sec_form_adv_2a_2b /documents/537cda2c2082f/sec_form_adv_2a_2b.pdf 03/31/2014

sec_form_adv_2a_2b /documents/52543165f1fc2/sec_form_adv_2a_2b.pdf 03/31/2013

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