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American Trust Investment Advisors (ATAFX)
General Fund Information
One Court Street Lebanon, NH 03766
Category:Domestic Equity Funds
Assets: ($ millions)$27.4

Account min.:$2,500
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:100.00
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:27.64
Avg. P/B:3.98
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The American Trust Allegiance Fund is a diversified, no-load mutual fund that invests in stocks that it expects will appreciate in value over time, while following a socially responsible investment policy. The Fund invests in hiqh-quality growth stocks with no investments in the tobacco, alcohol, gambling, or pharmaceutical companies.
Social Issues01/31/18
Shareholder activism:
Community investment:-
Human rights:-
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
"Excludes companies involved in pharmaceuticals, biotechnology, and medical diagnostic services and products."

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 
Basic Industries2.00% 
Cap. Goods & Tech.17.62% 
Consumer Cyclicals11.84% 
Consumer Non-Cyclicals9.97% 
Fund Performance01/31/18
Year to date: 4.54%
Year to date: 4.54%
1 Year: 25.30%
Annualized returns:
3 Year: 10.65%
5 Year: 10.49%
10 Year: 7.31%
Since inception: 7.04%
Inception date: 03/11/97
Bear Market: -18.60%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:-5.11
Alpha 5YR:-6.30
Beta 3YR:1.13
Beta 5YR:1.12
R. Squared 3YR:82.07
R. Squared 5YR:82.36
Sharpe 3YR:0.81
Sharpe 5YR:0.87
Std. Dev. 3YR:11.74
Std. Dev. 5YR:11.74
Sectors Pie Chart 
Sector Distribution Chart


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