AMREX - American Growth Fund Series Two Class E

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Growth Fund Series Two Class E

American Growth Fund Inc

110 16th Street, Suite 1400

Denver, CO 80202

Management Information
Timothy Taggart,Lead Manager since April 29, 2011
Timothy Taggart has been a member of the Investment Committee since September of 2010 and is the President of World Capital Brokerage, Inc. For the years prior to that Mr. Taggart served on the Board of Directors for IRC, as Treasurer and Chief Compliance officer as well as on the Board of Directors for WCB as President and Chief Compliance Office.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyAmerican Growth
Net Assets954.45k
YTD Return12.22%
Morningstar Rating
Inception DateFeb 23, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover8.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAMREXCategory Average
Annual Report Expense Ratio (net)15.17%1.07%
Prospectus Net Expense Ratio15.17%N/A
Prospectus Gross Expense Ratio15.17%N/A
Max 12b1 Fee0.30%N/A
Max Front End Sales Load5.75%5.40%
Max Deferred Sales LoadN/A1.50%
3 Yr Expense Projection4,243N/A
5 Yr Expense Projection6,109N/A
10 Yr Expense Projection9,350N/A