ASTON/TAMRO Diversified Equity I (ATDEX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.95%|
Performance & Risk
|5y Avg Return:||12.62%|
|Rank in Category (ytd):||97|
|% Rank in Category (ytd):||5.43%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The subadviser's investment process focuses on bottom-up stock selection with the goal of identifying companies that possess a sustainable competitive advantage combined with an attractive valuation. The fund may invest in real estate investment trusts ("REITs"), foreign securities (directly and through depositary receipts), convertible preferred stocks, and convertible bonds. It may invest in options on securities and securities indices for hedging purposes or to seek capital appreciation. View More