Aston/Montag & Caldwell Mid Cap Growth N
120 N. Lasalle Street, 25th Floor Chicago IL 60602
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Phone: 800-992-8151
| Category: | Mid-Cap Growth | | Fund Family: | Aston | | Net Assets: | 2.50M | | Year-to-Date Return: | -12.01% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Nov-07 |
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| 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 |
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| 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:
| 117.29% |
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| Expense | AMCMX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,570 | $696 | | 5 Yr Expense Projection*: |
$N/A | $1,084 | | 10 Yr Expense Projection*: |
$N/A | $2,130 |
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1.85% Nasdaq 
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