ASTON/River Road Independent Value Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
B- (Buy)

#45 in Small Value

U.S. News evaluated 118 Small Value 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 7.35 percent over the past year, and 6.39 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 7.3%
3 Years (Annualized) 6.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term total return. Under normal circumstances, the fund typically invests in companies with market capitalizations between $100 million and $5 billion at the time of acquisition. The fund's 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 Low compared to funds in the same category.
ASTON/River Road Independent Value Fund has an expense ratio of 1.41 percent.

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Risk

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

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