Hand Composite Employee Benefit Trust - DGI Growth Fund (HDGIAX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 40.41 |
| YTD Return | 21.10% |
| 1-Year Return | 22.26% |
| 5-Year Return | 79.97% |
| 52-Week Low | 32.84 |
| 52-Week High | 42.20 |
| Beta (5Y) | 1.27 |
| Holdings | n/a |
| Inception Date | n/a |
About HDGIAX
The DGI Growth Fund – R1 is an actively managed mutual fund specializing in mid-cap growth equities. The fund targets investments in mid-sized companies, focusing on those with market capitalizations greater than $1 billion and less than $10 billion at the time of purchase. Its primary objective is long-term capital appreciation, achieved by identifying firms with significant growth potential. The investment philosophy emphasizes intrinsic value, disciplined buying during market volatility, and a deep understanding of portfolio companies, sometimes extending to in-person research and frequent product use. The fund seeks to exploit market inefficiencies by purchasing strong businesses when they are temporarily undervalued for reasons unrelated to their long-term prospects. By blending a conservative risk-management approach with aggressive growth targets, the DGI Growth Fund – R1 plays a specialized role in the asset management landscape, catering to investors seeking exposure to the dynamic mid-cap segment while maintaining a focus on fundamental company value.
Performance
HDGIAX had a total return of 22.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.29%.