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American Trust Allegiance (ATAFX) Fund Ranking and Research

Ranking, Research and Recommendation of American Trust Allegiance (ATAFX) Fund

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Graph of American Trust Allegiance Fund (ATAFX) ManagerFund Manager - Paul Collins

Fund Manager Information

Fund Manager Tenure: 22.8 years
Fund Family: American Trust
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)
Collins is president of American Trust Investment Advisors and its holding company and has been managing portfolios of the clients of the holding company since its founding in 1991. He has been active in the investment field professionally for 30 years.  Get more insights on Paul Collins

 

Graph of American Trust Allegiance Fund (ATAFX) ProfileAmerican Trust Allegiance Fund (ATAFX) Profile

Fund Profile and Description

American Trust Allegiance Fund seeks capital appreciation. American Trust Allegiance Fund normally invests in domestic and foreign stocks that the advisor expects will appreciate in value over the long term. Normally, it invests represent nine major economic or market sectors: consumer discretionary, consumer staples, energy, financial services, technology, industrials, utilities, telecommunications, and materials. American Trust Allegiance Fund 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.

 

American Trust Allegiance (ATAFX) Fund Strength What we like about American Trust Allegiance (ATAFX) Fund

Data for American Trust Allegiance Fund (ATAFX) as of May 30, 2016

  • American Trust Allegiance Fund (ATAFX) management has been with American Trust Allegiance Fund for 22.8 years
  • American Trust Allegiance Fund (ATAFX) ratio of up-years vs down years is greater than 2
  • American Trust Allegiance Fund (ATAFX) has an annual stock turnover rate of 40.60% vs Large Growth average of 50.46%. It is good that American Trust Allegiance management does not trade extensively for its return.
  • American Trust Allegiance Fund (ATAFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Trust Allegiance Fund (ATAFX) Weakness What we are cautious about American Trust Allegiance (ATAFX) Fund

Data for American Trust Allegiance Fund (ATAFX) as of May 30, 2016

  • American Trust Allegiance Fund (ATAFX) has a less-than-ideal short-term performance (1-year return -9.78% vs -1.74% Large Growth category median performance)
  • American Trust Allegiance Fund (ATAFX) has a less-than-ideal mid-term performance (3-year return 4.05% vs 10.74% Large Growth category median performance)
  • American Trust Allegiance Fund (ATAFX) has a less-than-ideal Long-term performance (5-year return 5.65% vs 10.14% Large Growth category median performance)
  • American Trust Allegiance Fund (ATAFX) has a Morningstar rating of 3 and below
  • American Trust Allegiance Fund (ATAFX) is less safe compared to its Large Growth peers
  • American Trust Allegiance Fund (ATAFX) does not have a good risk adjusted return as its 3-year Alpha of -7.93 is worse than category average of -0.82, and its 3-year Sharpe ratio is 0.35
  • American Trust Allegiance Fund (ATAFX) is more volatile than its peers as it has a 3-year Standard Deviation of 14 that is higher than category average of 12.75
  • American Trust Allegiance Fund (ATAFX) has a higher expense ratio of 1.45% than its Large Growth average of 1.17%
See American Trust Allegiance Fund (ATAFX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Trust Allegiance Fund (ATAFX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Trust Allegiance-0.30-9.784.055.65
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare American Trust Allegiance Fund (ATAFX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of American Trust Allegiance Fund (ATAFX) Net Asset TrackingAmerican Trust Allegiance (ATAFX) Fund Net Asset

Track net asset change of American Trust Allegiance fund (ATAFX)

DateNet Asset
05/2016$21.25M
03/2016$21.68M
02/2016$20.63M
More historic net asset information on American Trust Allegiance Fund (ATAFX)

  

Graph of American Trust Allegiance Fund (ATAFX) Portfolio TrackingAmerican Trust Allegiance (ATAFX) Fund Portfolio Allocation

Track portfolio allocation change of American Trust Allegiance fund (ATAFX)

DateCashStockBondOther
03/20160.82%99.18%0%0%
12/20156.31%93.69%0%0%
09/20152.04%97.96%0%0%
Click here to see more historic asset allocation information on American Trust Allegiance Fund (ATAFX)

 

graph of American Trust Allegiance Fund (ATAFX) Top 10 Position TrackingTop 10 Holdings in American Trust Allegiance (ATAFX) Fund

Discover what American Trust Allegiance Fund (ATAFX) manager is buying

Mar 30, 2016
Apple Inc. [4.48%]
Berkshire Hathaway Inc B [4.2%]
Southwest Airlines Company Comm [3.85%]
V.F. Corporation Common Stock [3.84%]
Phillips 66 Common Stock [3.78%]
PNC Financial Services Group, I [3.62%]
Post Holdings, Inc. Common Stoc [3.44%]
Wabco Holdings Inc. Common Stoc [3.43%]
Lam Research Corporation [3.28%]
Microsoft Corporation [3.27%]

Dec 30, 2015
Forest City Enterprises Inc Class A [4.35%]
Berkshire Hathaway Inc Class B [3.86%]
Southwest Airlines Company Comm [3.66%]
V.F. Corporation Common Stock [3.65%]
Phillips 66 Common Stock [3.53%]
Whole Foods Market, Inc. [3.34%]
FANUC CORP UNSP ADR [3.31%]
Wabco Holdings Inc. Common Stoc [3.24%]
Walt Disney Company (The) Commo [3.23%]
Lam Research Corporation [3.12%]

Sep 29, 2015
V.F. Corporation Common Stock [3.97%]
Forest City Enterprises Inc Class A [3.96%]
Berkshire Hathaway Inc Class B [3.79%]
Wabco Holdings Inc. Common Stoc [3.3%]
Phillips 66 Common Stock [3.29%]
Southwest Airlines Company Comm [3.21%]
Kinder Morgan, Inc. Common Stoc [3.2%]
Whole Foods Market, Inc. [3.13%]
Walt Disney Company (The) Commo [3.12%]
Apple Inc. [3.05%]
Click here for Stock Holding Change Map in American Trust Allegiance Fund (ATAFX)

  

Latest News on American Trust Allegiance (ATAFX) Fund

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