Financial Trust American Discplnd Small (S:0P0000HN1Q)
53.93
+1.30
(+2.46%)
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 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| TTM Technologies, Inc. | 1.43% | 95.27 | -2.27% |
| ACM Research, Inc. | 1.32% | 41.32 | 1.92% |
| Koppers Holdings, Inc. | 1.32% | 35.73 | -4.18% |
| ViaSat, Inc. | 1.28% | 51.73 | -3.65% |
| Benchmark Electronics, Inc. | 1.27% | 56.09 | -0.85% |
| Plexus Corp. | 1.25% | 205.87 | -0.71% |
| Powell Industries, Inc. | 1.24% | 184.39 | 0.98% |
| Century Aluminum Co. | 1.22% | 63.50 | 1.49% |
| Worthington Steel, Inc. | 1.14% | 30.19 | -0.20% |
| Astec Industries, Inc. | 1.14% | 55.18 | 0.23% |
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 | -- |