Smart solutions to protect and grow your investment with Oriental Bank’s DGI U.S. Government Money Market Fund
In a financial world filled with options and risks, having an investment vehicle that intelligently combines security, flexibility and performance can significantly impact your financial growth. Oriental brings you the DGI U.S. Government Money Market Fund, an investment alternative designed to protect your capital and optimize your cash flow, empowering you to manage your finances with confidence.
This fund, registered with the Securities and Exchange Commission (SEC) as part of the DGI Family of Funds, invests exclusively in securities issued by the U.S. government, its agencies or instrumentalities, as well as repurchase transactions backed by those types of securities and cash.
One of its advantages is risk minimization, making it an ideal option for those seeking stability without sacrificing quick access to their funds, as well as for those looking to begin investing in the financial markets. It maintains high liquidity standards, complying with regulations that require a portfolio composed of short-term instruments, ensuring your money is available when you need it most — without complications. This fund is accessible and ideal for new investors, as it has no minimum investment requirement.
With an estimated current return of 3.26%, this fund offers an attractive opportunity within a conservative profile. Additionally, depending on the share class subject to withholding, tax considerations could potentially allow its dividends to qualify for a preferential local tax rate of 15%.
Another advantage that sets the DGI U.S. Government Money Market Fund apart is that its shares are considered Puerto Rico-based assets for federal taxation purposes, which may shield them from federal inheritance tax liability. This adds a layer of protection that could help you in your long-term financial planning.
Learn more about the DGI U.S. Government Money Market Fund at dgiinvest.com, where you will find the most up-to-date information on its performance, structure, and management. If you are looking to further diversify your investments, the DGI Balanced Fund — another member of the DGI Family of Funds — is available in both IRA and non-IRA alternatives. Visit funddocs.filepoint.com/dgi_balanced/ for information on the DGI Balanced Fund. You can also call (787) 474-1993 for personalized guidance.
At Oriental, your financial security and peace of mind are made possible through solutions designed to support your safe and steady progress every step of your investment journey.
