DGI Balanced T earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers. The strategy changed its peer group in November, moving to the Allocation--30% to 50% Equity Morningstar Category from the Allocation--50% to 70% Equity category.
- NAV / 1-Day Return 10.37 / 0.29 %
- Total Assets 310.2 Mil
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level High
- Share Class Type No Load
- Category Allocation—30% to 50% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Limited
- TTM Yield 0.00
- Turnover 3%
Morningstar’s Analysis DGITX
Will DGITX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.