Sowell AMP Growth (S:0P0001TWRG)
19.08
+0.47
(+2.51%)
USD |
Sep 30 2025
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 January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| GMO Quality Fund I | 25.10% | 36.10 | 0.81% |
| Affinity World Leaders Equity ETF | 14.50% | 36.74 | 0.99% |
| Fidelity Blue Chip Growth Fund | 14.40% | 270.45 | 0.60% |
| Principal MidCap Fund Inst | 14.40% | 44.15 | 0.80% |
| Janus Henderson Overseas Fund T | 8.00% | 59.32 | 0.64% |
| PIA Short-Term Securities Fund Adv | 6.00% | 10.06 | -0.10% |
| Aristotle Short Duration Income Fund A | 6.00% | 10.30 | 0.00% |
| John Hancock Bond Fund I | 4.00% | 13.74 | 0.37% |
| Western Asset Core Plus Bond Fund I | 4.00% | 9.36 | 0.21% |
| FullerThaler Behavioral Mid-Cap Eqty Fund Inst | 3.60% | 29.22 | 0.79% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |