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American Trust Investment Advisors 
General Fund Information
One Court Street Lebanon, NH 03766
(800) 385-7003www.allegiancefund.com
Category:International/Global Funds
Style:Growth
Assets: ($ millions) 

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Type:Small-Cap
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Fund Description
The Energy Alternatives Fund seeks long-term capital appreciation rather than dividend income. The Fund focuses on energy alternatives by evaluating the scientific soundness of the technology and materials being developed, produced,and/or used. Securities can include small-, mid-, and large-capitalization companies, though environmental investments tend to be in smaller and younger companies. The Fund has identified three types of opportunities believed to offer growth potential; it invests at least 80 percent of its net assets in these opportunity sets: eco-technology leaders, critical-path companies, and resource-based investments.
Social Issues11/30/17
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P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
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Fund Performance11/30/17
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MPT Statistics11/30/17
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Sectors Pie Chart 
No fund sectors available

 

 
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