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American Trust Energy Alternatives 
General Fund Information
American Trust Investment Advisors
One Court Street  
Lebanon NH 03766
(800) 385-7003
www.allegiancefund.com
Category:International/Global Funds
Style:Growth
Assets: ($ millions) 

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IRA account min.: 
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Type:Small-Cap
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Fund Description
The Energy Alternatives Fund seeks long-term capital appreciation rather than dividend income. The Fund focuses on energy alternatives by evaluating the scientific soundness of the technology and materials being developed, produced,and/or used. Securities can include small-, mid-, and large-capitalization companies, though environmental investments tend to be in smaller and younger companies. The Fund has identified three types of opportunities believed to offer growth potential; it invests at least 80 percent of its net assets in these opportunity sets: eco-technology leaders, critical-path companies, and resource-based investments.
Social Issues08/31/18
Shareholder activism:
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Alcohol, tobacco & gambling:
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P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/18
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* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/18
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Sector Distribution 
No fund sectors available

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