ASTON/Montag & Caldwell Balanced Fund

3 / 5 Stars
1 1 4 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
B- (Buy)

#87 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation 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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The fund has returned 11.35 percent over the past year, 8.13 percent over the past three years, 12.91 percent over the past five years, and 5.60 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 11.3%
3 Years (Annualized) 8.1%
5 Years (Annualized) 12.9%
10 Years (Annualized) 5.6%

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The investment seeks long-term total return. The fund invests primarily in a combination of equity, fixed income and short-term securities. Generally, between 50% and 70% of the fund's total assets will be invested in equity securities and at least 25% will be invested in fixed income securities to provide a stable flow of income. For equity investments, the portfolio manager seeks to invest in high quality, well-established large-cap companies. The fund defines a large-cap company as one having a market capitalization of $5 billion or more at the time of acquisition.


Fees are Above Average compared to funds in the same category.
ASTON/Montag & Caldwell Balanced Fund has an expense ratio of 1.20 percent.

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

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