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American Trust Allegiance (ATAFX)

On Feb 10: 16.32 USD  Up 0.27 (1.68%)  
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 AMERICAN TR ALLEGIANCE FD Delayed quote dataEdit
Net Asset Value:16.32
Trade Time:Feb 10
Change:Up 0.27 (1.68%)
Prev Close:16.32
YTD Return*:25.36%
Net Assets*:14.18M
Yield*:0.91%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for ATAFX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:14.18M
Category:Large Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:25.36%
5y Avg Return:1.28%
Rank in Category (ytd):1418
% Rank in Category (ytd):78%
Beta (3y):0.98
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. The fund invests at least 85% of total assets in common stocks. It invests in companies that meet its financial criteria, including either a history of consistent earnings and revenue growth or strong prospects of earnings and revenue growth, or a strong balance sheet. The fund avoids investments in companies that have significant involvement in the tobacco, pharmaceuticals, biotechnology, medical diagnostic services and products, gambling and liquor industries.
Fund Profile


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