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American Growth One D AMRGX

Medalist Rating as of | See American Growth Investment Hub
  • NAV / 1-Day Return 8.04  /  −1.23 %
  • Total Assets 20.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 5.130%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 3%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 10:17 PM GMT+0

Morningstar’s Analysis AMRGX

Will AMRGX 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 D to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research


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

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Portfolio Holdings AMRGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD

Microsoft Corp

9.28 643.0 Mil


7.47 517.9 Mil
Technology Inc

6.97 483.2 Mil
Consumer Cyclical

Alphabet Inc Class C

5.86 406.0 Mil
Communication Services

Meta Platforms Inc Class A

5.20 360.3 Mil
Communication Services

Visa Inc Class A

4.38 303.4 Mil
Financial Services

UnitedHealth Group Inc

3.08 213.5 Mil

Monster Beverage Corp

3.00 208.2 Mil
Consumer Defensive

Costco Wholesale Corp

2.95 204.6 Mil
Consumer Defensive

Eli Lilly and Co

2.81 194.9 Mil