AT Disciplined Equity Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.44 3.44
Stocks 95.59 95.59
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.97 0.97
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 3.74
Express Scripts ESRX -1.67 2.78
Oracle Corporation ORCL 7.19 2.67
General Electric Co GE -4.25 2.46
Automatic Data Processing ADP 0.66 2.35
Anadarko Petroleum Corp APC 38.4 2.28
JPMorgan Chase & Co JPM 0.43 2.18
Aetna Inc AET 20.29 2.18
Home Depot Inc HD 0.51 2.15
Microsoft Corp MSFT 13.42 2.1

See Also:

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