ASTON/Montag & Caldwell Growth N (MCGFX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.04%|
Performance & Risk
|5y Avg Return:||14.57%|
|Rank in Category (ytd):||76|
|% Rank in Category (ytd):||4.37%|
|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