Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 11:00AM ET - U.S. Markets close in 5 hrs.. Dow Up 1.29% Nasdaq Up 1.45%
Aston/Veredus Select Growth I (AVISX)On Nov 6: 9.48  Up 0.05 (0.53%)  
MORE ON AVISX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
Aston/Veredus Select Growth I
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Growth
Fund Family:Aston
Net Assets:51.22M
Year-to-Date Return:28.53%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:11-Sep-06
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Charles F. Mercer, Jr.
Lead Manager since 31-Dec-01
Mercer is vice president and director of research of Veredus since June 1998. Prior to Veredus, he was a research analyst at SMC Capital Inc. from 1996 to 1998. Mercer holds the Charted Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$2,000,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
AVISX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund invests primarily in growth stocks of mid-cap and large-cap companies whose earnings are growing, or are expected to grow, at an accelerating rate. The portfolio managers look for inefficiencies in the market caused by inaccurate expectations. It may invest in ETFs and foreign securities.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (14-Dec-07): 2.42
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 101.52%
FEES & EXPENSES 
ExpenseAVISXCategory
Avg
Total Expense Ratio:1.07% 1.33%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.42%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 349$658
5 Yr Expense Projection*: $ 680$1,028
10 Yr Expense Projection*: $ 1,348$2,035
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials