Aston/Veredus Aggressive Growth N 120 N. Lasalle Street, 25th Floor Chicago IL 60602 Map
Phone: 800-992-8151
| Category: | Small Growth | | Fund Family: | Aston | | Net Assets: | 69.49M | | Year-to-Date Return: | -13.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-98 |
|
B. Anthony Weber
Lead Manager since
30-Jun-98 | | | Weber is president and chief investment officer of Veredus Asset Management. He was president and senior portfolio manager of SMC Capital, Inc. from 1993-1998. He has 24 years of investment management experience. He began investment career in 1984. |
| 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 invests primarily in growth stocks of small-cap (market capitalization of less than $2.5 billion) companies whose earning are growing, or are expected to grow, at an accelerated rate. It looks for companies that have expanding unit volume growth, increasing profit margins, significant new product development efforts, and returns in excess of their cost of capital. The fund may also invest in mid-cap equity securities. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 5.56 | | Annual Holdings Turnover
| 127.00% | | Average for Category:
| 113.59% |
|
| Expense | VERDX | Category Avg | | Total Expense Ratio: | 1.48%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$459 | $692 | | 5 Yr Expense Projection*: |
$792 | $1,095 | | 10 Yr Expense Projection*: |
$1,735 | $2,169 |
|
|