ASTON/Veredus Small Cap Growth N Aston Funds120 N. LaSalle Street, 25th FloorChicago IL 60602 Map Phone: 800-992-8151
| Category: | Small Growth | | Fund Family: | Aston | | Net Assets: | 22.15M | | Year-to-Date Return: | 7.72% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 29, 1998 |
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Andrew Morey Lead Manager since Jan 30, 2013 | | | 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: | 2,500 | | Min Initial Investment, IRA: | 500 | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks 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 seeks to invest in growth stocks of small-cap companies whose earnings are growing, or are expected to grow, at an accelerating rate. The fund defines a small-cap company as one having a market capitalization of less than $2.5 billion at the time of acquisition. It may also invest in equity securities outside the small-cap range. The fund may invest in exchange-traded funds ("ETFs"), publicly traded partnerships ("PTPs") and foreign securities. |
| Last Dividend
:
| N/A | | Last Cap Gain
(Dec 28, 2008)
:
| 0.05 | | Annual Holdings Turnover
(Oct 5, 2010)
:
| 158.83% | | Average for Category: | 68.79% |
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| Expense | VERDX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.49% | 1.43% | | Prospectus Net Expense Ratio: | 1.49% | N/A | | Prospectus Gross Expense Ratio: | 1.83% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 543 | 611 | | 5 Yr Expense Projection*: | 959 | 984 | | 10 Yr Expense Projection*: | 2,120 | 2,017 |
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