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    American Trust Allegiance (ATAFX)

    22.95 Down 0.29(1.25%) May 3
    Prev Close:23.24
    YTD Return*:0.86%
    Net Assets*:21.68M
    Yield*:1.65%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for ATAFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL4.48N/A
    BRK.B4.20N/A
    LUV3.85N/A
    VFC3.84N/A
    PSX3.78N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.68M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:0.86%
    5y Avg Return:6.32%
    Rank in Category (ytd):8
    % Rank in Category (ytd):0.46%
    Beta (3y):1.15
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation. The fund invests at least 85% of its assets in foreign and domestic equity securities including both long and short positions. Normally, the companies in which the fund invests represent nine major economic or market sectors: consumer discretionary, consumer staples, energy, financial services, technology, industrials, utilities, telecommunications, and materials. It avoids investments in companies that have significant involvement in the tobacco, pharmaceuticals, biotechnology, medical diagnostic services and products, gambling and liquor industries, although the fund may engage in short sales of these companies. View More
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