American Growth B 110 16th Street Suite 1400 Denver CO 80202 Map
Phone: 800-525-2406
| Category: | Large Growth | | Fund Family: | American Growth | | Net Assets: | 5.32M | | Year-to-Date Return: | -9.93% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-96 |
|
Robert Brody
Lead Manager since
31-Jul-58 | | | Since 1958, Brody has been president, treasurer, and director of Investment Research Corporation; president and director of American Growth Fund; and president, treasurer, and director of American Growth Fund Sponsors. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks growth of capital with income as a secondary objective. The fund normally invests at least 80% of assets in growth stocks. The advisor uses a consistent approach to build equity portfolios, searching one-by-one for companies whose fundamental strengths suggest the potential to provide superior earnings growth over time. It normally invests in a portfolio of common stocks, U.S. government securities, and a variety of corporate fixed-income obligations. |
| Last Dividend
(14-Dec-98):
| 0.01 | | Last Cap Gain
(28-Dec-07):
| 0.04 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 98.99% |
|
| Expense | AMRBX | Category Avg | | Total Expense Ratio: | 4.39%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,729 | $623 | | 5 Yr Expense Projection*: |
$2,529 | $956 | | 10 Yr Expense Projection*: |
$4,311 | $1,887 |
|
|