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American Trust Investment Advisors (ATAFX)
General Fund Information
One Court Street Lebanon, NH 03766
Category:Domestic Equity Funds
Assets: ($ millions)$25.5

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:28.81
Avg. P/B:4.09
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 Issues04/30/18
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 Performance04/30/18
Year to date: -2.17%
Year to date: -2.17%
1 Year: 9.73%
Annualized returns:
3 Year: 5.78%
5 Year: 8.25%
10 Year: 6.16%
Since inception: 6.62%
Inception date: 03/11/97
Bear Market: -18.60%
Bear Market Period:     —    
MPT Statistics04/30/18
Alpha 3YR:-4.96
Alpha 5YR:-5.38
Beta 3YR:1.07
Beta 5YR:1.11
R. Squared 3YR:82.77
R. Squared 5YR:83.16
Sharpe 3YR:0.43
Sharpe 5YR:0.66
Std. Dev. 3YR:11.97
Std. Dev. 5YR:11.97
Sectors Pie Chart 
Sector Distribution Chart


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