ASTON/LMCG Small Cap Growth Fund

3 / 5 Stars
3 3 2 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
B- (Buy)

#84 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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The fund has returned 35.92 percent over the past year, and 15.65 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.3%
1 Year 35.9%
3 Years (Annualized) 15.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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

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