ASTON/Montag & Caldwell Growth N (MCGFX)
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||15.34%|
|Rank in Category (ytd):||93|
|% Rank in Category (ytd):||5.44%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital appreciation and, secondly, current income.
The fund invests primarily in common stocks and convertible securities. 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. The fund defines a large-cap company as one having a market capitalization of $5 billion or more at the time of acquisition. It may invest in foreign securities (directly and through depositary receipts). View More