ASTON/LMCG Small Cap Growth I
Aston Funds120 N. LaSalle Street, 25th FloorChicago IL 60602
Map
Phone: 800-992-8151
| Category: | Small Growth | | Fund Family: | Aston | | Net Assets: | 9.07M | | Year-to-Date Return: | 8.12% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 31, 2011 |
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Andrew Morey
Lead Manager since Nov 2, 2010 | | | Andrew Morey, CFA joined LMCG in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of LMCGâs acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Andrew was a Partner with Crosswind Investments, LLC and the portfolio manager for the Crosswind Small and Small/Mid Cap strategies. Andrew was also the founder and lead portfolio manager of Tartan Partners, LLC. Prior to Tartan Partners, Andrew worked at State Street Research & Management from 1995-2005. He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000-2005 responsible for managing $1.8 billion in assets. Andrew was also a research analyst for Gabelli & Co. from 1994â1995. He also worked as a research analyst for Kidder Peabody from 1991-1993. Andrew holds a B.A. from Vanderbilt University and an M.B.A. from Columbia Business School. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. It defines a small-cap company as one with a market capitalization below $3 billion at the time of acquisition. The fund may also invest in mid-cap stocks, including companies with a market capitalization up to $10 billion at the time of acquisition. |
| Last Dividend
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| 0.00 | | Last Cap Gain
(Dec 27, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
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| 168.05% | | Average for Category: | 68.79% |
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| Expense | ACWIX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.10% | 1.43% | | Prospectus Net Expense Ratio: | 1.11% | N/A | | Prospectus Gross Expense Ratio: | 2.62% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 671 | 611 | | 5 Yr Expense Projection*: | 1,255 | 984 | | 10 Yr Expense Projection*: | 2,842 | 2,017 |
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0.14(1.08%) May 17