Aston/Veredus Select Growth N 120 N. Lasalle Street, 25th Floor Chicago IL 60602 Map
Phone: 800-992-8151
| Category: | Large Growth | | Fund Family: | Aston | | Net Assets: | 37.13M | | Year-to-Date Return: | -37.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
|
Charles F. Mercer, Jr.
Lead Manager since
31-Dec-01 | | | Mercer is vice president and director of research of Veredus since June 1998. Prior to Veredus, he was a research analyst at SMC Capital Inc. from 1996 to 1998. Mercer holds the Charted 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 |
|
| |
| The investment seeks capital appreciation. The fund typically invests in growth stocks of mid-cap (having a market capitalization of between approximately $2.5 and $9 billion at the time of acquisition) and large-cap companies (having a market capitalization of approximately $9 billion or more at the time of acquisition) whose earnings are growing, or are expected to grow, at an accelerated rate. It focus on companies that have expanding sales growth, increasing profit margins, significant new product development efforts and cash flow returns in excess of their cost of capital. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 2.42 | | Annual Holdings Turnover
| 283.00% | | Average for Category:
| 97.51% |
|
| Expense | AVSGX | Category Avg | | Total Expense Ratio: | 1.30%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$462 | $615 | | 5 Yr Expense Projection*: |
$813 | $944 | | 10 Yr Expense Projection*: |
$1,805 | $1,866 |
|
|