• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.07% Nasdaq Up0.32%

    Aston Growth N (CHTIX)

    0.00 0.00(0.00%) 1969-12-31T19:00:00GMT-05:00

    Profile as of Feb 27, 2010Get Profile for:
    Aston Growth N
    Aston Funds120 N. Lasalle Street, 25th FloorChicago IL 60602
    Map
    Phone: 800-992-8151
    Fund Overview 
    Category:Large Growth
    Fund Family:Aston
    Net Assets:76.42M
    Year-to-Date Return:-1.63%
    Yield:1.38%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 13, 1993
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Ronald E. Canakaris
    Lead Manager since Jan 1, 2008
    Canakaris is a portfolio manager, president, cheif executive officer and cheif investment officer of Montag & Caldwell, which he joined in 1972. He was elected chairman of the Board effective 1/1/06. Canakaris edits the firm's economic & investment outlook and is frequently quoted in the business & investment press. He is a member of Rotary Club of Atlanta. Canakaris holds the Chartered Financial Analyst designation.
    Investment Information 
    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
    CHTIX can be purchased from 85 brokerages.

    Fund Summary 
    The investment seeks long-term total return. The fund invests primarily in common stocks and bonds. The portfolio manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that the portfolio manager believes are growing their near-term earnings at an above average rate. It may invest in foreign securities.

    Fund Operations 
    Last Dividend (Dec 28, 2009) : 0.18
    Last Cap Gain (Dec 13, 2007) : 5.63
    Annual Holdings Turnover (Mar 17, 2010) : 37.59%
    Average for Category:43.74%
    Fees & Expenses 
    ExpenseCHTIXCategory Avg
    Annual Report Expense Ratio (net):1.15%1.18%
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:368508
    5 Yr Expense Projection*:638801
    10 Yr Expense Projection*:1,4091,633
    * Per $10,000 invested