ASTON/LMCG Small Cap Growth Fund

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

#97 in Small Growth

U.S. News evaluated 215 Small Growth 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 26.32 percent over the past year, and 13.66 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 0.7%
1 Year 26.3%
3 Years (Annualized) 13.7%
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 common stocks and other equity securities of small-cap companies. It defines a small-cap company as one with a market capitalization below $3 billion at the time of acquisition. The fund may also invest in mid-cap stocks, including companies with a market capitalization up to $10 billion at the time of acquisition.

Fees

Fees are Above Average compared to funds in the same category.
ASTON/LMCG Small Cap Growth Fund has an expense ratio of 1.35 percent.

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Risk

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

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