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 Dow Down 0.42% Nasdaq Down 0.05%

American Growth One D (AMRGX)

4.29 Down 0.02(0.46%) Jul 29
Prev Close:4.31
YTD Return*:1.19%
Net Assets*:15.04M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AMRGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.8117.82
V4.56-3.43
CMCSA4.384.99
GILD4.2713.57
AGN4.1152.48

Fund Basics

Morningstar Overall Rating:
Total Assets:15.04M
Category:Large Growth
Annual Report Expense Ratio (net):4.38%

Performance & Risk

YTD Return:1.19%
5y Avg Return:13.41%
Rank in Category (ytd):93
% Rank in Category (ytd):5.35%
Beta (3y):1.25
Morningstar Risk Rating:4

Fund Summary

The investment seeks growth of capital with income as a secondary objective. The fund normally invests at least 80% of assets in common stocks and securities convertible into common stocks traded on national securities exchanges or over-the-counter. Although it normally invests in large capitalization companies, the fund may invest in companies of all sizes. The fund does not invest more than 5% of total assets in any one issuer nor invest more than 25% in any one industry. View More
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