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	42.92
YTD Return	28.78%
1-Year Return	24.73%
5-Year Return	81.43%
52-Week Low	32.84
52-Week High	45.38
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.

• Stock Exchange: NASDAQ
• Ticker Symbol: HDGIAX

Performance

HDGIAX had a total return of 24.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.05%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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