DGITX Mutual Fund
DGITX Mutual Fund
DGI Balanced Fund Class T
DGITX Mutual Fund Overview
DGITX Mutual Fund (DGI Balanced Fund Class T) is managed by Oriental Trust with $99.5M in net assets. DGITX expense ratio is 1.45%, holding 136 positions across sectors including Financials, Other, Unknown. Inception date: 2021-05-24.
DGITX performance shows a YTD return of 6.11%. The 1-year return is 13.39% and the 5-year return is 4.17%. DGITX dividend yield stands at 0.53%, paid annually.
DGITX top holdings include Spdr S&p 500 ETF (23.9%), IShares Russell 2000 ETF (12.0%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (11.6%), Ishares Msci Eafe ETF 0.000%, 09/20/2019 (4.5%), Vanguard Ftse Europe ETF (4.3%). View all DGITX holdings, sector breakdown, or dividend history.
DGITX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGITX alternatives are available via the screener, along with tax-loss harvesting opportunities.