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ASTON/Fairpointe Mid Cap N

CHTTX
29.85
-0.52
-1.71%
2/11/2016
5 Years
  • Previous Close

    30.37

  • Net Assets

    1.41B

  • Yield

    0.35%

  • Front load

    None

  • Expenses

    1.11%

  • Category

    Mid-Cap Blend

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

Aston

Fund Style

Open

Fund Manager

Marie Lorden

Investment Style

Medium Value

The investment seeks long-term total return through capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. It defines a mid-cap company as one having a market capitalization of between $1 and $15 billion at the time of acquisition. The subadviser selects stocks based on bottom-up fundamental analysis. The fund may invest in small-cap stocks, convertible preferred stocks, and foreign securities (directly and through depositary receipts).

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 500
Initial Purchase: AIP 2,500

Inception

9/19/1994

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