ATAFX : American Trust Allegiance Fund

Fund Summary

The investment seeks capital appreciation. The fund invests at least 85% of its net assets in foreign and domestic equity securities including both long and short positions. Normally, the companies in which the fund invests represent ten major economic or market sectors: consumer discretionary, consumer staples, energy, financial services, technology, industrials, utilities, communication services, materials and real estate. It avoids investments in companies that have significant involvement in the tobacco, pharmaceuticals, biotechnology, medical diagnostic services and products, gambling and liquor industries.