Financial Trust American Discplnd Mid (S:0P0000HN1P)
58.62
+3.06
(+5.50%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MKS, Inc. | 2.38% | 231.48 | -1.90% |
| Littelfuse, Inc. | 2.19% | 342.78 | -0.79% |
| Coherent Corp. | 2.19% | 256.38 | 3.46% |
| Belden, Inc. | 1.94% | 115.04 | -1.35% |
| Fabrinet | 1.91% | 544.10 | 1.70% |
| Amkor Technology, Inc. | 1.90% | 46.09 | -0.86% |
| Cirrus Logic, Inc. | 1.88% | 145.96 | -0.80% |
| Valaris Ltd. | 1.82% | 99.04 | 2.76% |
| The Ensign Group, Inc. | 1.74% | 194.87 | -2.61% |
| Tenet Healthcare Corp. | 1.69% | 185.50 | -2.51% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |