Aston Growth R
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
| Category: | Large Growth | | Fund Family: | Aston | | Net Assets: | 500.00K | | Year-to-Date Return: | -15.68% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-02 |
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Ronald E. Canakaris
Lead Manager since
01-Jan-08 | | | Canakaris is a portfolio manager, president, cheif executive officer and cheif investment officer of Montag & Caldwell, which he joined in 1972. He was elected chairman of the Board effective 1 1 06. Canakaris edits the firms economic & investment outlook and is frequently quoted in the business & investment press. He is a member of Rotary Club of Atlanta. Canakaris 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: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term total return through a combination of capital appreciation and current income. The fund invests primarily in common stocks and convertible securities. It may invest in American Depositary Receipts ("ADRs") and foreign securities. |
| Last Dividend
(17-Dec-04):
| 0.03 | | Last Cap Gain
(14-Dec-07):
| 5.63 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 98.66% |
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| Expense | CCGRX | Category
Avg | | Total Expense Ratio: | 1.32%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$425 | $622 | | 5 Yr Expense Projection*: |
$734 | $957 | | 10 Yr Expense Projection*: |
$1,613 | $1,889 |
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0.54% Nasdaq 
1.45%
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