Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- DGI BALANCED FUND DGI Investment Trust · 8 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | DGI BALANCED FUND |
|---|---|
| State Street SPDR S&P 500 ETF Trust | 23.86 % |
| iShares Russell 2000 ETF | 12.73 % |
| iShares MSCI EAFE ETF | 4.50 % |
| Vanguard FTSE Europe ETF | 4.28 % |
| Vanguard International Equity Index Funds | 3.61 % |
| iShares MSCI Emerging Markets ETF | 3.02 % |
| Popular Inc | 0.47 % |
1 funds, 8 lines read.