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Morningstar

American Growth One C AMRCX

Morningstar Medalist Rating
Medalist Rating as of | See American Growth Investment Hub
  • NAV / 1-Day Return 4.98  /  1.58 %
  • Total Assets 17.2 Mil
  • Adj. Expense Ratio
    5.400%
  • Expense Ratio 5.400%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 3%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:09 PM GMT+0

Morningstar’s Analysis AMRCX

Will AMRCX 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 AMRCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AMRCX 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 AMRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in American Growth One C's Process and People Pillar ratings limits this strategy 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AMRCX

More AMRCX Holdings
  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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667,237,748
Technology

Alphabet Inc Class C

5.50
362,781,456
Communication Services

Visa Inc Class A

5.29
349,386,933
Financial Services

NVIDIA Corp

5.21
343,764,485
Technology

Amazon.com Inc

5.08
335,395,490
Consumer Cyclical

UnitedHealth Group Inc

5.06
334,099,260
Healthcare

Monster Beverage Corp

3.29
217,155,794
Consumer Defensive

Zoetis Inc Class A

3.00
198,281,474
Healthcare

Vertex Pharmaceuticals Inc

3.00
197,776,305
Healthcare

Intuitive Surgical Inc

2.75
181,256,218
Healthcare