ASTON/Fairpointe Mid Cap N (CHTTX)
* As of 31-Mar-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.11%|
Performance & Risk
|5y Avg Return:||8.38%|
|Rank in Category (ytd):||18|
|% Rank in Category (ytd):||3.96%|
|Morningstar Risk Rating:||5|
The investment seeks long-term total return through capital appreciation by investing primarily in common and preferred stocks and convertible securities.
The fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. The manager defines a mid-cap company as one having a market capitalization of between $1 and $15 billion at the time of acquisition. The sub-adviser selects stocks based on bottom-up fundamental analysis. Important investment criteria include: Focused business franchise with ability to grow market share, Attractive valuation, Low relative leverage, and Experienced management. View More