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American Trust Allegiance ATAFX

Quantitative rating as of
NAV / 1-Day Return
30.13  /  0.03 %
Total Assets
25.5 Mil
Adj. Expense Ratio
Expense Ratio
1.390%
Distribution Fee Level
High
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.17%
Turnover
14%

Morningstar’s Analysis ATAFX

Will ATAFX outperform in future?

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

Summary

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American Trust Allegiance 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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