Aston/TAMRO Diversified Equity N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
| Category: | Large Growth | | Fund Family: | Aston | | Net Assets: | 10.89M | | Year-to-Date Return: | 28.57% | | Yield: | 0.38% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Nov-00 |
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Philip D. Tasho
Lead Manager since
30-Nov-00 | | | Tasho leads the Investment Team and has overall portfolio management responsibility. He is the original architect of TAMRO?s investment philosophy and process. He co-founded TAMRO Capital Partners after serving for four years as the Chief Executive and Chief Investment Officer of Riggs Investment Management Corporation (RIMCO). He started at RIMCO in 1990 as the Managing Director for Equity Strategy and Management. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities. The portfolio manager?s investment process focuses on bottom-up stock selection. It may invest in REITs, foreign securities, convertible bonds and, to a limited extent, options may be used for hedging or to seek total return. The fund may invest in options on securities and securities indices for hedging purposes or to seek capital appreciation. |
| Last Dividend
(29-Dec-08):
| 0.04 | | Last Cap Gain
(14-Dec-07):
| 1.16 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | ATLVX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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