ASTON/Herndon Large Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#314 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.48 percent over the past year, and 12.18 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.3%
1 Year 21.5%
3 Years (Annualized) 12.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in securities of large-cap companies that the portfolio manager believes are undervalued compared to their perceived worth. It invests primarily in common stocks and other equity securities. The fund defines large-cap companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 1000 Index.

Fees

Fees are Above Average compared to funds in the same category.
ASTON/Herndon Large Cap Value Fund has an expense ratio of 1.30 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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