Elevation Series Trust’s Disciplined Growth Investors Equity Fund requires either a $10,000 lump-sum initial Investment or $100 monthly contributions until the account reaches $10,000. That gives investors two stated entry routes, while distributions can be taxable as income or capital gains outside tax-advantaged accounts.

Key Highlights

  • The Disciplined Growth Investors Equity Fund seeks long-term capital growth.
  • IRA and Roth IRA investors face an annual maximum contribution of $7,500 under the stated terms.
  • Purchases, exchanges and redemptions may be made on Business days through certain broker-dealers, financial intermediaries, the fund’s website or regular mail.

Fund Terms and Portfolio Management

Subsequent purchases have no minimum under the lump-sum route. The fund seeks long-term capital growth. The prospectus summary is dated August 28, 2026, and identifies DGIQX as the fund’s trading symbol. Purchases, exchanges and redemptions are available on business days through certain broker-dealers, financial intermediaries, the fund’s website or regular mail.

Monthly Access and Tax Treatment

Investors using an automatic monthly plan must contribute at least $100 until the account reaches $10,000 and agree to electronic delivery of account statements and transaction confirmations. IRA and Roth IRA accounts may begin with the annual maximum contribution allowed by the IRS, stated as $7,500, or with $100 monthly contributions through an automatic investment plan. If those contributions stop before the balance reaches $10,000, the fund may liquidate the account and return the proceeds, although hardship exceptions may be available.