Aston/MB Enhanced Equity Inc N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
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Phone: 800-992-8151
| Category: | Long-Short | | Fund Family: | Aston | | Net Assets: | 16.57M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Jan-08 |
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Ronald L. Altman
Lead Manager since
10-Dec-07 | | | Altman, Portfolio Manager, joined MB Investment Partners in 2005 as a partner and portfolio manager of the enhanced equity income strategy. Prior to that, he was a Senior Managing Director and Director of Research at Victory SBSF from 1999 to 2005. From 1998-1999, he was the president and chief executive officer of Remmington Capital Management. He has over forty years experience in the investment research and money management business in various positions. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return through a combination of a high level of current income and capital appreciation. The fund invests primarily in a diversified portfolio of equity securities traded in U.S. markets. It normally invests at least 80% of assets in equity securities. |
| Last Dividend
(19-Sep-08):
| 0.07 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 290.27% |
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| Expense | AMBEX | Category
Avg | | Total Expense Ratio: | %
| 2.21% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.50% | | Max Deferred Sales Load: | 0.00%
| 2.19% | | 3 Yr Expense Projection*: |
$443 | $981 | | 5 Yr Expense Projection*: |
$N/A | $1,698 | | 10 Yr Expense Projection*: |
$N/A | $3,378 |
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1.49% Nasdaq 
0.27%
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