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American Growth One D (AMRGX)

4.08 Down 0.06(1.45%) Oct 22

Profile as of Sep 29, 2014Get Profile for:
American Growth One D
110 16th StreetSuite 1400Denver CO 80202
Phone: 800-525-2406
Fund Overview 
Category:Large Growth
Fund Family:American Growth
Net Assets:14.96M
Year-to-Date Return:1.19%
Morningstar Rating:1 stars
Fund Inception Date:1958-07-31
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Timothy Taggart
Lead Manager since Apr 12, 2011
Timothy Taggart, Investment Research Corporation´s Chief Compliance Officer who has acted in this capacity since April of 2011. For the years prior to that Mr. Taggart served on the Board of Directors for IRC, as Treasurer and Chief Complaince officer as well as on the Board of Directors for WCB as President and Chief Complaince Office.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
AMRGX can be purchased from 30 brokerages.

Fund Summary 
The investment seeks growth of capital. The fund uses a consistent approach to build the fund's security portfolio which is made up primarily of common stocks and securities convertible into common stock. These securities are issued by large companies, and to a lesser extent, small and mid-sized companies. When a company's fundamentals are strong, the managers believe earnings growth will follow.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 8.00%
Average for Category:45.80%
Fees & Expenses 
ExpenseAMRGXCategory Avg
Annual Report Expense Ratio (net):4.65%1.20%
Prospectus Net Expense Ratio:4.63%N/A
Prospectus Gross Expense Ratio:4.63%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:5.75%5.45%
Max Deferred Sales Load: N/A2.28%
3 Yr Expense Projection*:1,891546
5 Yr Expense Projection*:2,777865
10 Yr Expense Projection*:5,0201,743
* Per $10,000 invested