Disciplined Growth Investors (DGI) offers Mid Cap Growth portfolio management.
This strategy is offered both in the form of a separately managed account (SMA) and a commingled investment trust (CIT), The DGI Growth Fund—R1 (CUSIP: 41024C588). A minimum of $15 million 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.
Quarterly Fact Sheet & Review
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, year to date, since inception, 3, 5, 10 & 20 year annualized periods.
Diciplined Growth Investors
150 South Fifth Street, Suite 2550 Minneapolis, MN 55402.