ASTON/Fairpointe Mid Cap I (ABMIX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.85%|
Performance & Risk
|5y Avg Return:||16.54%|
|Rank in Category (ytd):||28|
|% Rank in Category (ytd):||7.59%|
|Morningstar Risk Rating:||5|
The investment seeks long-term total return through capital appreciation.
Under normal conditions, the fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. It defines a mid-cap company as one having a market capitalization of between $1.5 and $15 billion at the time of acquisition. The portfolio managers select stocks based on bottom-up fundamental analysis. The fund may invest in small-cap stocks, convertible securities, and foreign securities (directly and through depositary receipts). View More