AT Disciplined Equity Institutional

The investment seeks long-term capital appreciation and, secondarily, current income.
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.

Key stats

Management firm  AT Funds
Domicile  United States
Fund Administrator  SEI Investments Global Funds Services
Global Branding Name  AT
Fund currency  USD
Launch Date  2005-12-01
ISIN  US00769G4938
Manager 1 Name  Patricia Bannan
Manager 2 Name  Brant Houston
Fund Strategy  Large Growth
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  4.20%
Return - 2 Months  2.96 %
Return - 3 Months  5.11%
Return - 6 Months  9.22 %
Return - 9 months  13.33 %
Return - 12 Months  23.60%
Annualized return 24 months  21.41 %
Annualized return 36 months  20.07 %
Annualized return 48 months  20.44 %
Annualized return 60 months  16.75 %
Return 120 months  0.00 %
Annualized return since Inception  8.63%
Return YTD  10.53%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.70 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  AT Funds
Contact Address 2  P.O. Box 219009
Contact Address 3  Kansas City, MO 64121-9009
Contact city  Kansas City
Contact country  United States
Fund Admin Group  AT Funds
Custodian  Union Bank N.A.

Price

Last Price Date  2014-09-16
Pre-tax nav  15.66
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.10
Price change (percentage)  0.64 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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