Aston/Montag & Caldwell Mid Cap Growth N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
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Phone: 800-992-8151
| Category: | Mid-Cap Growth | | Fund Family: | Aston | | Net Assets: | 2.96M | | Year-to-Date Return: | 27.19% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Nov-07 |
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Andrew W. Jung
Lead Manager since
02-Nov-07 | | | Jung is vice president, security analyst and portfolio manager with Montag & Caldwell. Prior to joining Montag & Caldwell, he was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where he followed banks and thrifts. Jung holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in common stocks and convertible securities. It normally invests at least 80% of assets in securities of mid-cap companies. The fund may invest in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | AMCMX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 1,405 | $716 | | 5 Yr Expense Projection*: |
$ 1,958 | $1,049 | | 10 Yr Expense Projection*: |
$ 4,296 | $2,071 |
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0.16% Nasdaq 0.00%
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