Elevation Series Trust’s DGIFX prospectus sets a $10,000 lump-sum minimum, while investors can use automatic monthly contributions of at least $100 until reaching that balance. The terms also identify portfolio managers and explain taxable distributions, giving prospective investors the fund’s access and tax framework.

Key Highlights

  • IRA and Roth IRA investors can contribute up to the annual maximum of $7,500 or use a $100 monthly automatic plan.
  • The Disciplined Growth Investors Fund requires a $10,000 lump-sum initial investment.
  • Purchases, exchanges and redemptions are available on Business days through certain broker-dealers, financial intermediaries, the fund’s website, telephone or regular mail.

Elevation Series Trust’s Disciplined Growth Investors Fund, trading under DGIFX, sets a $10,000 minimum for a lump-sum investment. The August 28, 2026 summary says the fund seeks long-term Capital growth, with modest income as a secondary objective and reasonable risk.

DGIFX Access, Management And Taxes

Disciplined Growth Investors, Inc. serves as Investment adviser to the fund. Fred Martin and Rob Nicoski have been portfolio managers since the fund’s inception in August 2011, while Nick Hansen joined the management team in December 2019 and Jason Lima in October 2021. The four managers share primary responsibility for day-to-day portfolio management. Subsequent purchases carry no minimum after the initial lump-sum investment. IRA and Roth IRA accounts may use the annual maximum contribution amount of $7,500 or an automatic investment plan requiring at least $100 per month. The fund may liquidate an account if monthly contributions stop before the balance reaches $10,000, although hardship exceptions may be available. Purchases, exchanges and redemptions can be completed on business days through certain broker-dealers, financial intermediaries, the fund’s website, telephone or regular mail. The adviser or its affiliates may compensate intermediaries for certain activities involving fund shares.