ASTON/TAMRO Small Cap Fund

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

#152 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 13.39 percent over the past year, 9.53 percent over the past three years, 21.32 percent over the past five years, and 8.66 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date -0.4%
1 Year 13.4%
3 Years (Annualized) 9.5%
5 Years (Annualized) 21.3%
10 Years (Annualized) 8.7%

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Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in a blended portfolio of growth and value stocks of small-cap companies. The fund defines companies with market capitalizations of up to $3.25 billion, at the time of acquisition, to be small-cap companies. The fund may invest in real estate investment trusts ("REITs"), foreign securities (directly and through depositary receipts), convertible bonds, securities outside the small-cap range and cash-equivalent securities.

Fees

Fees are Above Average compared to funds in the same category.
ASTON/TAMRO Small Cap Fund has an expense ratio of 1.31 percent.

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Risk

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

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