American Trust Energy Alternatives
U.S Bancorp Fund Services, LLC 615 E Michigan Street Milwaukee WI 53202
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Phone: 800-385-7003
| Category: | World Stock | | Fund Family: | Advisor Series Trust | | Net Assets: | 1.95M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-08 |
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Carey Callaghan
Lead Manager since
07-Mar-08 | | | Callaghan joined the American Trust Company as chief investment officer since September, 2006. Prior to joining American Trust, he served as both a senior research analyst and a director of research in the Investment Research Division of Goldman Sachs from 1995 to 2006. Callaghan was with Lehman Brothers as an analyst from 1987 to 1995. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of Alternative energy companies that are expected to benefit from a transition from traditional hydrocarbon-based energy systems to renewable generation and energy efficiency technologies that promote environmental and economic sustainability. It invests globally in not only alternative energy companies but also in those industrial and energy-related companies that meaningfully adopt fuel efficiency or conservation efforts that are believed to create a competitive advantage versus peer companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 63.66% |
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| Expense | ATEAX | Category
Avg | | Total Expense Ratio: | %
| 1.54% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$594 | $685 | | 5 Yr Expense Projection*: |
$N/A | $1,077 | | 10 Yr Expense Projection*: |
$N/A | $2,132 |
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