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Morningstar

American Growth One B AMRBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.39  /  0.23 %
  • Total Assets 17.1 Mil
  • Adj. Expense Ratio
    6.520%
  • Expense Ratio 6.520%
  • Distribution Fee Level High
  • Share Class Type —
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:12 AM GMT+00:00

Morningstar’s Analysis AMRBX

Will AMRBX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMRBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMRBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AMRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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American Growth One B earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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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