Aston/Montag & Caldwell Mid Cap Growth N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
| Category: | Mid-Cap Growth | | Fund Family: | Aston | | Net Assets: | 1.81M | | Year-to-Date Return: | -40.97% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Nov-07 |
|
Andrew W. Jung
Lead Manager since
01-Nov-07 | | | Jung is vice president, security analyst and portfolio manager with Montag & Caldwell. Prior to joining Montag & Caldwell, he was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where he followed banks and thrifts. Jung holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks to provide long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in common stocks and convertible securities. It normally invests at least 80% of assets in securities of mid-cap companies. The fund defines a mid-cap company as one having a market capitalization of between $2.5 billion and $10 billion at the time of acquisition. It may invest in American Depository Receipts ("ADRs") and foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 118.51% |
|
| Expense | AMCMX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,570 | $697 | | 5 Yr Expense Projection*: |
$N/A | $1,075 | | 10 Yr Expense Projection*: |
$N/A | $2,114 |
|
|
2.51% Nasdaq 0.00%
Profile
