Disciplined Growth Fund Quote
| ADRRX Fund | USD 24.10 0.44 1.79% |
Performance8 of 100
| Odds Of DistressLess than 21
|
Disciplined Growth is trading at 24.10 as of the 16th of April 2024; that is -1.79% down since the beginning of the trading day. The fund's open price was 24.54. Disciplined Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Disciplined Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. More on Disciplined Growth Fund
Moving together with Disciplined Mutual Fund
| 0.97 | AMEIX | Equity Growth | PairCorr |
| 0.94 | TWCCX | Ultra Fund C | PairCorr |
| 1.0 | TWCIX | Select Fund Investor | PairCorr |
| 1.0 | TWCGX | Growth Fund Investor | PairCorr |
| 0.95 | TWBIX | Balanced Fund Investor | PairCorr |
Disciplined Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Disciplined Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Disciplined Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
Disciplined Growth Fund [ADRRX] is traded in USA and was established 16th of April 2024. Disciplined Growth is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund presently has accumulated 676.07 M in assets under management (AUM) with no minimum investment requirementsDisciplined Growth is currently producing year-to-date (YTD) return of 8.07%, while the total return for the last 3 years was 6.57%.
Check Disciplined Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Disciplined Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Disciplined Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Disciplined Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Disciplined Growth Fund Mutual Fund Constituents
| NKE | Nike Inc | Stock | Consumer Discretionary |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| SBUX | Starbucks | Stock | Consumer Discretionary |
| IBM | International Business Machines | Stock | Information Technology |
| MA | Mastercard | Stock | Financials |
| MRK | Merck Company | Stock | Health Care |
Disciplined Growth Target Price Odds Analysis
Based on a normal probability distribution, the odds of Disciplined Growth jumping above the current price in 90 days from now is about 52.73%. The Disciplined Growth Fund probability density function shows the probability of Disciplined Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0667. This suggests Disciplined Growth Fund market returns are sensitive to returns on the market. As the market goes up or down, Disciplined Growth is expected to follow. Additionally, disciplined Growth Fund has an alpha of 0.0456, implying that it can generate a 0.0456 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Disciplined Growth to move above the current price in 90 days from now is about 52.73 (This Disciplined Growth Fund probability density function shows the probability of Disciplined Mutual Fund to fall within a particular range of prices over 90 days) .
Disciplined Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Disciplined Growth market risk premium is the additional return an investor will receive from holding Disciplined Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Disciplined Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Disciplined Growth's alpha and beta are two of the key measurements used to evaluate Disciplined Growth's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7604 | |||
| Semi Deviation | 0.8236 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
Disciplined Growth Against Markets
Picking the right benchmark for Disciplined Growth mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Disciplined Growth mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Disciplined Growth is critical whether you are bullish or bearish towards Disciplined Growth Fund at a given time. Please also check how Disciplined Growth's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Disciplined Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Disciplined Mutual Fund?
Before investing in Disciplined Growth, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Disciplined Growth. To buy Disciplined Growth fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Disciplined Growth. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Disciplined Growth fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Disciplined Growth Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Disciplined Growth Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Disciplined Growth Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Disciplined Growth Fund?
The danger of trading Disciplined Growth Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Disciplined Growth is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Disciplined Growth. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Disciplined Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Disciplined Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.