AQLGX : Alta Quality Growth Fund Institutional Shares

AQLGX is a US Stocks Market Large Growth with MODERATE fees.

AQLGX

Alta Quality Growth Fund Institutional Shares

FI Score

37 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

37% FI Score
  • aqlgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Alta Quality Growth Fund Institutional Shares

Expenses: 0.79% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital with lower than market volatility. Under normal conditions the fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in equity securities of large-capitalization and mid-capitalization companies. It may invest up to 20% of the fund's assets in securities of foreign companies, primarily indirectly through American Depositary Receipts (ADRs).

Largest Holdings

Amount Holding
6.19% Apple Inc
6.06% Alphabet Inc A
5.92% Facebook Inc A
4.70% Booking Holdings Inc
4.19% The Walt Disney Co
4.17% The Home Depot Inc
3.59% Zebra Technologies Corp
3.52% Expedia Group Inc
3.44% Visa Inc Class A
3.38% Thermo Fisher Scientific Inc
3.26% Mastercard Inc A
3.10% Phillips 66
3.02% Adobe Inc
3.00% Broadridge Financial Solutions Inc
2.98% Amphenol Corp Class A
2.95% Fiserv Inc
2.79% Becton, Dickinson and Co
2.78% S&P Global Inc
2.74% TJX Companies Inc
2.61% Steris PLC
2.53% Zoetis Inc Class A
2.39% Wells Fargo & Co
2.34% Ulta Beauty Inc
2.32% CVS Health Corp
2.12% PerkinElmer Inc

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