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    ASTON/Montag & Caldwell Mid Cap Growth N (AMCMX)

    11.74 Up 0.01(0.09%) Feb 27
    Prev Close:11.73
    YTD Return*:-2.72%
    Net Assets*:9.74M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AMCMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FDS3.072.53
    DLTR2.962.63
    APH2.860.80
    HAR2.8122.78
    MJN2.72-0.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.74M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-2.72%
    5y Avg Return:14.99%
    Rank in Category (ytd):78
    % Rank in Category (ytd):10.04%
    Beta (3y):0.96
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide long-term capital appreciation and, secondarily, current income. The fund invests primarily in common stocks and convertible securities. Under normal circumstances, it invests at least 80% of its assets in securities of mid-cap companies. The managers define a mid-cap company as one having a market capitalization, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell Midcap Growth Index. It may invest in convertible securities and foreign securities (directly and through depositary receipts). View More
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