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DGI Balanced T DGITX

Quantitative rating as of
  • NAV / 1-Day Return 10.37  /  0.29 %
  • Total Assets 310.2 Mil
  • Adj. Expense Ratio
    1.400%
  • 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.

Summary

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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.

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