Ameritor Security Trust
4400 Macarthur Blvd Suite 301 Washington DC 20007-2521
Map
Phone: 800-424-8570
| Category: | Mid-Cap Growth | | Fund Family: | Ameritor | | Net Assets: | 570.00K | | Year-to-Date Return: | -45.45% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Jan-39 |
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Carole S. Kinney
Lead Manager since
12-Apr-00 | | | Kinney has been chairman and vice president of the Ameritor Funds since May of 1998. Prior to joining the firm, she worked as a registered representative beginning in 1967-1976 with Shields & Co., Harris, Upham & Co, and Smith Barney & Co. After 1976, Kinney was employed by Merrill, Lynch & Co. as a registered representative. In 1994 she worked for the Steadman Funds as their agent for two years. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks growth of capital. The fund invests at least 65% of assets in equity securities. It is nondiversified. |
| Last Dividend
(17-Mar-89):
| 0.02 | | Last Cap Gain
(28-Dec-00):
| 0.08 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 118.51% |
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| Expense | ASTRX | Category
Avg | | Total Expense Ratio: | 17.10%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$3,418 | $697 | | 5 Yr Expense Projection*: |
$5,274 | $1,075 | | 10 Yr Expense Projection*: |
$8,780 | $2,114 |
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2.51% Nasdaq 0.00%
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