Aston/Optimum Large Cap Opportunity N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
| Category: | Large Growth | | Fund Family: | Aston | | Net Assets: | 4.37M | | Year-to-Date Return: | 24.41% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-06 |
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Andrew J. Goodwin, III
Lead Manager since
31-Dec-06 | | | Goodwin is chairman and Co-founder of Optimum, he has been actively involved in Chicago's investment and business community for more than 30 years. He began his career at Smith Barney, and prior to co-founding the predecessor firm to Optimum Investment Advisors, spent 10 years at The First Boston Corp. in Chicago. |
| 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 to provide long-term capital appreciation. The fund normally invests at least 80% of assets in stocks of large-cap companies that offer growth potential at a reasonable price. It pursues objective by investing primarily in common stocks selected for their capital appreciation potential. The portfolio managers employ a GARP strategy to build a portfolio primarily of common stocks. It may invest in foreign securities. |
| Last Dividend
(14-Dec-07):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | AOLCX | Category
Avg | | Total Expense Ratio: | 1.23%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 528 | $672 | | 5 Yr Expense Projection*: |
$ 956 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,148 | $2,074 |
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