TRFTX : Patriot Fund Class I Shares

TRFTX is a US Stocks Market Large Blend with HIGH fees.

TRFTX

Patriot Fund Class I Shares

FI Score

16 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

16% FI Score
  • trftx
  • Mutual Fund
  • US Stocks
  • Large Blend

Patriot Fund Class I Shares

Expenses: 2.05% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks growth of capital. The fund primarily invests in common stocks included in the Standard and Poor's 500 Index, excluding those that fail the adviser's "patriotic" investment screen. The adviser's patriotic investment screen eliminates common stocks issued by companies doing business in nations supporting terrorism including those nations "defined by the U.S. State Department as "Terror Nations."

Largest Holdings

Amount Holding
4.59% Thermo Fisher Scientific Inc
3.83% Keysight Technologies Inc
3.72% Apple Inc
3.47% Walmart Inc
3.38% Fiserv Inc
3.38% American Electric Power Co Inc
3.25% UnitedHealth Group Inc
3.08% Merck & Co Inc
3.07% Texas Instruments Inc
3.05% Cisco Systems Inc
2.76% CVS Health Corp
2.73% Activision Blizzard Inc
2.71% Broadcom Inc
2.67% The Home Depot Inc
2.66% Johnson & Johnson
2.65% Mondelez International Inc Class A
2.46% Centene Corp
2.45% FMC Corp
2.44% CSX Corp
2.43% Verizon Communications Inc
2.40% eBay Inc
2.33% Oracle Corp
2.29% Chubb Ltd
2.29% Nike Inc B
2.18% Raytheon Co

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