Welcome to the home of The American Trust Allegiance Fund. We are a socially responsible mutual fund with one overriding investment objective: capital appreciation for socially conscious investors. We strive to achieve this objective through the utilization of a disciplined investment process for equity securities.

    Our Investment Discipline

  • Learn how disciplined investing in equity securities may benefit your financial future in a socially responsible way. With over 10,000 publicly-traded companies to choose from, developing a rigorous selection process is crucial. Among mid-to-large-size companies, The Allegiance Fund identifies stocks that we believe possess attractive long term growth potential.

Recent Price

Net Asset Value:
$ 21.23
Effective Date:
Change From Previous Day
$ +0.10
Call our Shareholder Services with any questions at 1-800-385-7003, Monday through Friday, 9 a.m. to 8 p.m. (Eastern time).