Disciplined Growth Investors (DGI) offers Mid Cap Growth portfolio management.
This strategy is offered both in the form of separately managed accounts (SMA) and a commingled investment trust (CIT), The DGI Growth Fund—R1 (CUSIP: 41024C588). A minimum of $5 millions of assets managed is required for a SMA. Custodial services for a SMA are selected by the client separately and are not offered by DGI. The standard fee schedule for a SMA is a flat rate of 1%. 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. A fact sheet containing information about the CIT can be found here.
Disciplined Growth Investors Mid Cap Growth “Performance” report contains the most recent performance update for the Mid Cap Growth Composite. This report is uploaded monthly and contains time-weighted returns for the following time periods: most recent month, year to date, since inception, 3, 5, 10 & 20 year annualized periods.
Diciplined Growth Investors
150 South Fifth Street, Suite 2550 Minneapolis, MN 55402.