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AGTHX vs TRBCX
Both AGTHX and TRBCX are mutual funds. AGTHX has a lower 5-year return than TRBCX (10.23% vs 14.03%). AGTHX has a lower expense ratio than TRBCX (0.62% vs 0.7%). Below is the comparison between AGTHX and TRBCX.
|Segment||U.S. Equity: Large Growth||U.S. Equity: Large Growth|
The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.
Top 10 Holdings (29.28% of Total Assets)
|Facebook Inc A||FB||5.47%|
|UnitedHealth Group Inc||UNH||2.47%|
|Alphabet Inc Class C||GOOG||2.04%|
|Mastercard Inc A||MA||1.59%|
|The Home Depot Inc||HD||1.35%|
The Fund seeks to provide long-term capital growth with income as a secondary objective. The Fund invests at least 80% of its net assets in the common stocks of large and medium-sized blue chip growth companies, focusing on companies with leading market positions, seasoned management and strong financial fundamentals.
Top 10 Holdings (43.44% of Total Assets)
|Facebook Inc A||FB||5.86%|
|Alphabet Inc Class C||GOOG||3.74%|
|Visa Inc Class A||V||3.64%|
|Alibaba Group Holding Ltd ADR||BABA||3.34%|
|Mastercard Inc A||MA||3.11%|
|UnitedHealth Group Inc||UNH||2.37%|
|Tencent Holdings Ltd||00700||2.26%|