ASTON/Montag & Caldwell Mid Cap Growth N
(AMCMX)
US Markets Closed
AdChoices
11.46
+0.29
+2.60%
:

Previous Close

11.17

Net Assets

7.06M

Yield

0.00%

Front load

None

Expenses

1.25%

Category

Mid-Cap Growth

Morningstar Risk

Below Average

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • AMCMX

  • Category

    • 2013

    • 26.89%

    • -

    • 2012

    • 10.34%

    • -

    • 2011

    • 2.77%

    • -

    • 2010

    • 26.96%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.03%

      • 13.29%

      • 8.32%

      • Q2

      • 0.96%

      • -7.15%

      • 1.58%

      • Q3

      • 7.86%

      • 4.64%

      • -16.97%

      • Q4

      • 6.88%

      • 0.25%

      • 12.50%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • WEX Inc

        • 3.04

        • 3,080

        • 0

        • Stericycle Inc

        • 2.93

        • 2,840

        • 0

        • FactSet Research Systems, Inc.

        • 2.80

        • 2,530

        • 0

        • Westinghouse Air Brake Technologies Corp

        • 2.64

        • 3,640

        • 560

        • F5 Networks Inc

        • 2.60

        • 2,410

        • 370

        • Harman International Industries Inc

        • 2.56

        • 2,560

        • 0

        • Ametek Inc

        • 2.53

        • 5,495

        • 0

        • Ross Stores Inc

        • 2.51

        • 3,830

        • 0

        • Raymond James Financial Inc

        • 2.41

        • 5,080

        • 0

        • LKQ Corp

        • 2.41

        • 9,760

        • 0

        • Name

        • Rating

        • YTD Return %

          • Principal MidCap Institutional

          • ★★★★★
          • 5.08

          • Hartford MidCap HLS IB

          • ★★★★★
          • 5.24

          • Principal MidCap R1

          • ★★★★★
          • 4.43

          • Nicholas

          • ★★★★★
          • 6.07

          • JPMorgan Mid Cap Equity Select

          • ★★★★★
          • 5.48

          • HSBC Opportunity I

          • ★★★★★
          • 1.60

          • Hartford MidCap Y

          • ★★★★★
          • 5.28

          • Principal MidCap J

          • ★★★★★
          • 4.86

          • T. Rowe Price Instl Mid-Cap Equity Gr

          • ★★★★★
          • 4.89

          • Hartford MidCap HLS IA

          • ★★★★★
          • 5.45

          • Name

          • AMCMX

          • Category

            • Expense Ratio

            • 1.25%

            • 1.33%

            • Net Assets

            • 7.06M

            • 427.77M

            • Dividend Yield

            • 0.75%

            • 0.68

            • Price/Book

            • 3.64

            • 3.28

            • Price/Sales

            • 1.90

            • 1.84

            • Price/Cash Flow

            • 18.39

            • 12.24

            Profile

            Name of Issuer

            Aston

            Fund Style

            Open

            Fund Manager

            Andrew Jung

            Investment Style

            Medium Growth

            The investment seeks to provide long-term capital appreciation and, secondarily, current income. The fund invests primarily in common stocks and convertible securities. Under normal circumstances, it invests at least 80% of its assets in securities of mid-cap companies. The managers define a mid-cap company as one having a market capitalization, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell Midcap Growth Index. It may invest in convertible securities and foreign securities (directly and through depositary receipts).

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            11/2/2007