# DGI Balanced Fund — new fund registration

DGI Investment Trust registered fund series on Form 485APOS, filed 2022-08-29. Featured series: DGI Balanced Fund.

## Registration

- Registrant / trust: DGI Investment Trust
- CIK: 0001843841
- Form: 485APOS
- Filed: 2022-08-29
- State of incorporation: PR
- Accession: 0001580642-22-004341
- Reported net assets: $300.7M

## Series & classes (3)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [DGI Balanced Fund](https://search.stillhousedata.com/fund/S000071589) | Class P | DGIBX | — |
| [DGI Balanced Fund](https://search.stillhousedata.com/fund/S000071589) | Class T | DGITX | — |
| [DGI Balanced Fund](https://search.stillhousedata.com/fund/S000071589) | Class NT | DGINX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 1.45%
- Management fee: 0.93%
- Other expenses: 0.42%

## Investment objective

The Fund seeks long-term capital appreciation and current income.

## Advisers

- [ORIENTAL TRUST (Advisor)](https://search.stillhousedata.com/firm/312982)

## Other filings by this registrant (4)

- [485APOS — 2025-01-31 (4 new series)](https://search.stillhousedata.com/launch/0001580642-25-000638)
- [N-1A/A — 2021-05-18](https://search.stillhousedata.com/launch/0001137439-21-000449)
- [N-1A/A — 2021-05-07](https://search.stillhousedata.com/launch/0001794202-21-000169)
- [N-1A — 2021-02-05 (1 new series)](https://search.stillhousedata.com/launch/0001794202-21-000016)

## More

- [Registrant profile: DGI Investment Trust](https://search.stillhousedata.com/registrant/1843841)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001580642-22-004341.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.