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American Growth One B AMRBX

Medalist Rating as of | See American Growth Investment Hub
  • NAV / 1-Day Return 4.90  /  0.00
  • Total Assets 19.0 Mil
  • Adj. Expense Ratio
    7.100%
  • Expense Ratio 7.100%
  • Distribution Fee Level High
  • Share Class Type
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 3%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis AMRBX

Will AMRBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit American Growth One B to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings AMRBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Defensive

Costco Wholesale Corp

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Vertex Pharmaceuticals Inc

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Intuitive Surgical Inc

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Healthcare