Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | AWEIX Insights | AWEIX Score | AWEIX Performance | AWEIX News | AWEIX Allocation | AWEIX Holdings Change

AT Disciplined Equity Institutional (AWEIX) Fund Ranking and Research

Ranking, Research and Recommendation of AT Disciplined Equity Institutional (AWEIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AT Disciplined Equity Institutional Fund (AWEIX) ManagerFund Manager - Brant A. Houston

Fund Manager Information

Fund Manager Tenure: 6.5 years
Fund Family: AT Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of AT Disciplined Equity Institutional Fund (AWEIX) ProfileAT Disciplined Equity Institutional Fund (AWEIX) Profile

Fund Profile and Description

AT Disciplined Equity Institutional Fund seeks to achieve long-term capital appreciation and, secondarily, current income. AT Disciplined Equity Institutional Fund invests at least 80% of assets in equity securities. It normally invests in securities that generate strong cash flow and are available at attractive valuations. AT Disciplined Equity Institutional Fund may invest up to 25% of its total assets in foreign securities. It is not restricted to investing in particular sectors or in securities within a market capitalization range, but will tend toward large-cap issuers.

 

AT Disciplined Equity Institutional (AWEIX) Fund Strength What we like about AT Disciplined Equity Institutional (AWEIX) Fund

Data for AT Disciplined Equity Institutional Fund (AWEIX) as of May 30, 2016

  • AT Disciplined Equity Institutional Fund (AWEIX) management has been with AT Disciplined Equity Institutional Fund for 6.5 years
  • AT Disciplined Equity Institutional Fund (AWEIX) has good short-term performance (1-year return 0.79% vs -1.15% Large Blend category median performance)
  • AT Disciplined Equity Institutional Fund (AWEIX) has good mid-term performance (3-year return 11.19% vs 9.43% Large Blend category median performance)
  • AT Disciplined Equity Institutional Fund (AWEIX) has good Long-term performance (5-year return 11.86% vs 10.15% Large Blend category median performance)
  • AT Disciplined Equity Institutional Fund (AWEIX) ratio of up-years vs down years is greater than 2
  • AT Disciplined Equity Institutional Fund (AWEIX) has a Morningstar rating of 4 and above
  • Asset base in AT Disciplined Equity Institutional Fund (AWEIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AT Disciplined Equity Institutional Fund (AWEIX) has an annual stock turnover rate of 16.00% vs Large Blend average of 53.12%. It is good that AT Disciplined Equity Institutional management does not trade extensively for its return.
  • AT Disciplined Equity Institutional Fund (AWEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.14, lower than category average of 11.67
  • AT Disciplined Equity Institutional Fund (AWEIX) has a lower expense ratio than its Large Blend average: 0.79% vs 1.02%
  • AT Disciplined Equity Institutional Fund (AWEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AT Disciplined Equity Institutional Fund (AWEIX) Weakness What we are cautious about AT Disciplined Equity Institutional (AWEIX) Fund

Data for AT Disciplined Equity Institutional Fund (AWEIX) as of May 30, 2016

See AT Disciplined Equity Institutional Fund (AWEIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AT Disciplined Equity Institutional Fund (AWEIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AT Disciplined Equity Institutional2.920.7911.1911.86
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare AT Disciplined Equity Institutional Fund (AWEIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of AT Disciplined Equity Institutional Fund (AWEIX) Net Asset TrackingAT Disciplined Equity Institutional (AWEIX) Fund Net Asset

Track net asset change of AT Disciplined Equity Institutional fund (AWEIX)

DateNet Asset
05/2016$705.19M
03/2016$687.71M
02/2016$649.48M
More historic net asset information on AT Disciplined Equity Institutional Fund (AWEIX)

  

Graph of AT Disciplined Equity Institutional Fund (AWEIX) Portfolio TrackingAT Disciplined Equity Institutional (AWEIX) Fund Portfolio Allocation

Track portfolio allocation change of AT Disciplined Equity Institutional fund (AWEIX)

DateCashStockBondOther
01/20162.87%97.13%0%0%
10/20152.76%97.24%0%0%
07/20152.86%97.14%0%0%
Click here to see more historic asset allocation information on AT Disciplined Equity Institutional Fund (AWEIX)

 

graph of AT Disciplined Equity Institutional Fund (AWEIX) Top 10 Position TrackingTop 10 Holdings in AT Disciplined Equity Institutional (AWEIX) Fund

Discover what AT Disciplined Equity Institutional Fund (AWEIX) manager is buying

Jan 30, 2016
Microsoft Corporation [3.28%]
Alphabet Inc. [3.26%]
Amazon.com, Inc. [3.03%]
Apple Inc. [2.96%]
Medtronic plc. Ordinary Shares [2.88%]
Automatic Data Processing, Inc. [2.87%]
Home Depot, Inc. (The) Common S [2.59%]
General Electric Company Common [2.49%]
Allergan plc Ordinary Shares [2.46%]
Comcast Corporation [2.35%]

Oct 30, 2015
Amazon.com, Inc. [3.48%]
Apple Inc. [3.35%]
Microsoft Corporation [2.9%]
Alphabet Inc. [2.88%]
General Electric Company Common [2.8%]
Automatic Data Processing, Inc. [2.78%]
Medtronic plc. Ordinary Shares [2.59%]
Allergan plc Ordinary Shares [2.46%]
Comcast Corporation [2.44%]
Home Depot, Inc. (The) Common S [2.35%]

Jul 30, 2015
Apple Inc. [3.37%]
Amazon.com, Inc. [2.95%]
Medtronic plc. Ordinary Shares [2.72%]
Automatic Data Processing, Inc. [2.53%]
Google Inc. [2.51%]
General Electric Company Common [2.5%]
UnitedHealth Group Incorporated [2.45%]
Comcast Corporation [2.41%]
JP Morgan Chase & Co. Common St [2.25%]
Prudential Financial, Inc. Comm [2.21%]
Click here for Stock Holding Change Map in AT Disciplined Equity Institutional Fund (AWEIX)

  

Latest News on AT Disciplined Equity Institutional (AWEIX) Fund

See what is happening with AT Disciplined Equity Institutional Fund (AWEIX)

 

AT Disciplined Equity Institutional Fund (AWEIX) Related ResourcesSee more information on AT Disciplined Equity Institutional (AWEIX) Fund

Popular pages on AT Disciplined Equity Institutional (AWEIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update