ASTON/Cornerstone Large Cap Value Fund

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

#163 in Large Value

U.S. News evaluated 326 Large Value 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 22.92 percent over the past year, 13.03 percent over the past three years, 20.20 percent over the past five years, and 7.56 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -1.9%
1 Year 22.9%
3 Years (Annualized) 13.0%
5 Years (Annualized) 20.2%
10 Years (Annualized) 7.6%

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Summary

The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large-cap companies. The portfolio managers seek to identify companies they believe are undervalued compared to their perceived worth (value companies). Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. The fund defines a large-cap company as one having a market capitalization of $5 billion or more at the time of acquisition. It may invest in foreign securities (directly and through depositary receipts).

Fees

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

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Risk

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

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