ASTON/LMCG Small Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 3 1 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#92 in Small Growth

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Aston funds

See full Small Growth rankings

See more fund rankings

Performance

The fund has returned 20.17 percent over the past year, and 13.05 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 1.8%
1 Year 20.2%
3 Years (Annualized) 13.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ACWDX performance

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.

See more ACWDX fees

Risk

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

See more ACWDX risk