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AQLGX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Alta Quality Growth Institutional (AQLGX) Ownership - Who owns Alta Quality Growth Institutional?

The investment seeks long-term growth of capital with lower than market volatility... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
0.79
Min. Initial Investment
2500.00
Fund Existence
over 6 years
Turnover
27.00
Front Load
N/A
Net Assets
52114720.00
Manager Tenure
N/A

Fundamentals

AQLGX
Net Assets
52.1M
Fund Existence
over 6 years
Turnover
27.00
Total Expense Ratio
0.79
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.15
Assets in Top Ten Holdings
31.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
52.1M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
33.00
Number of Net Holdings
33.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
46.85%
Gain YTD
5.027
Annual Yield % from dividends
0.02
Returns for 1 year
3.56
Returns for 3 years
17.81
Returns for 5 years
27.26
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A