AT Disciplined Equity Fund

Class Inst (AWEIX)
Scorecard
3 / 5 Stars
Lipper
5 4 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#143 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.11 percent over the past year, 14.69 percent over the past three years, and 22.73 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 26.1%
3 Years (Annualized) 14.7%
5 Years (Annualized) 22.7%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.

Fees

Fees are Average compared to funds in the same category.
AT Disciplined Equity Fund has an expense ratio of 0.80 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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