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Aston/Montag & Caldwell Growth R (MCRGX)

On Nov 24: 22.12 USD   0.00 (0.00%)  
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ASTON MONTAG & CALDWELL GROWTH Delayed quote dataEdit
Net Asset Value: 22.12
Trade Time: Nov 24
Change: 0.00 (0.00%)
Prev Close: 22.12
YTD Return*: 20.03%
Net Assets*: 3.83M
Yield*: N/A
* As of 31-Oct-09
Aston/Montag & Caldwell Growth R (MCRGX)
3m  6m  1y  2y  5y  max 
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 3.83M
Category: Large Growth
Total Expense Ratio: 1.33%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 20.03%
5y Avg Return: 3.08%
Rank in Category (ytd): 1297
% Rank in Category (ytd): 71.98%
Beta (3y): 0.91
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation and, secondly, current income. The fund primarily invests in common stocks and convertible securities. The portfolio manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that the portfolio manager believes are growing their near-term earnings at an above average rate. It may invest in foreign securities.
Fund Profile


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