DGI Fund
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    • Why We Invest
    • How We Invest
    • The Direct Approach
    • Our Kind of People
    • Insights
    • DGINV.COM
  • What You (Will) Own
    • Fund Objective
    • A Balanced Strategy
    • Holdings
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    • Performance
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CONTACT US
DGI Fund
  • Our Perspective
    • Why We Invest
    • How We Invest
    • The Direct Approach
    • Our Kind of People
    • Insights
    • DGINV.COM
  • What You (Will) Own
    • Fund Objective
    • A Balanced Strategy
    • Holdings
  • Judge Us
    • Performance
    • Fee
  • Invest With Us
    • What to Expect
    • Open An Account
    • Contact Us
  • FAQ
  • Client Login
  • Open An Account
  • Geeks + Lawyers
  • Literature & Forms
  • Distributions
  • Historic Nav
  • Disclosures
DAILY PRICE as of 07/17/2025
Share Price $25.03
Share Price Change $0.27
FUND DETAILS
TICKER DGIFX
CUSIP 210322657

Literature & Forms

Forms

Literature

Individual Account Application – TaxableHow to Video
Joint Account Application – TaxableHow to Video
IRA Account ApplicationHow to Video
Roth IRA Account ApplicationHow to Video
SEP IRA Account Application
IRA Account Transfer/Rollover Form*How to Video
Add or Update IRA Beneficiary Information Form
Add or Update Transfer on Death (TOD) Instructions – MPDF
Additional Contribution – Non IRA
Change of Account Settings
Change of IRA Account Type
Coverdell – ESA Account Application
Coverdell Education Savings Account Distribution Form
Coverdell Education Savings Account Transfer of Assets Form
Distribution Request – Non IRA
Entity Account Application
IRA Additional Investment Form
IRA Distribution Form
Letter of Instruction
Non-Qualified Asset Transfer Form
UTMA or UGMA Account Application
Prospectus
Statement of Additional Information
Annual Report
Semi-Annual Financial Statements & Other Information
Semi-Annual Tailored Shareholder Report
1Q Fund Update
3rd Quarter Holdings
1st Quarter Holdings
Privacy Policy

* If you are transferring money from a 401K plan or other employer-sponsored retirement plan, you’ll need to contact the plan administrator (their telephone number is likely on your retirement plan statement) and ask what is required in order to transfer your account to another firm.

** The Annual and Semi-Annual Financial Statements include N-CSR items 7-11.

Paralel Distributors, LLC, member firm, is the distributor of The Disciplined Growth Investors Fund. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Prospectus which contain this and other information, or call 1.855.DGI.FUND. Read the Prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

Investments in small and mid-size companies will generally lead to greater volatility. Investments in fixed-income securities are subject to increased loss of principal during periods of rising interest rates.

Not FDIC Insured – No Bank Guarantee – May Lose Value

©2011-2025 The Disciplined Growth Investors Fund. All rights reserved.