| Scorecard |
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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 10.26 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.7% |
| 1 Year | 10.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term total return. Under normal circumstances, the fund typically invests in smaller cap companies with market capitalizations between $100 million and $5 billion at the time of acquisition. Its equity investments consist primarily of common stock but may also include other types of equity such as preferred stock, convertible securities, foreign securities and real estate investment trusts ("REITs").
Fees
Fees are Average compared to funds in the same category.
ASTON/River Road Independent Value Fund has an expense ratio of 1.42 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
