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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
    5.130%
  • 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

Summary

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
Sector

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Visa Inc Class A

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Financial Services

UnitedHealth Group Inc

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Healthcare

Monster Beverage Corp

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Consumer Defensive

Costco Wholesale Corp

2.95 204.6 Mil
Consumer Defensive

Eli Lilly and Co

2.81 194.9 Mil
Healthcare