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ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Fund performance review and position details on ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

    Last Trade: $ on , Change: (0%)

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) HighlightASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Fund Summary

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Aston
Net Asset: $10.63M
Yield: 0%
Year-to-Date Return: 1.27%
Morningstar rating: 3

 

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) CostASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Cost

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Mid-Cap Growth average): 1.25% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 58.12%

 

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) PerformanceASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Performance

Most current ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Performance

1-month Performance (Mid-Cap Growth category median performance): 1.17% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 9.62% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -2.55% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 8.73% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 7.78% (7.70%)
Number of Years of positive return: 7 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Growth category average): -0.98 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.9 (1.02)
3 year Sharpe Ratio: 0.77
3 year Treynor: 9.62

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) topholdingTop Stock Holdings in ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
LKQ Corporation3.56%0.00%
EPAM Systems, Inc. Common Stock3.1%0.00%
WEX Inc. common stock3.02%0.00%
Dollar Tree, Inc.2.93%0.00%
Intercontinental Exchange Inc. 2.82%0.00%
HD Supply Holdings, Inc.2.78%0.00%
Cerner Corporation2.77%0.00%
FIRST REPUBLIC BANK Common Stoc2.72%0.00%
Monster Beverage Corporation2.72%0.00%
AmerisourceBergen Corporation C2.55%0.00%
*Note: The price change will reset to 0 after the midnight

 

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Portfolio AllocationASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Fund Portfolio Allocation

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Fund Portfolio Allocation data as of 04/2016

Stock96.43%
Bond0%
Cash3.57%
Other0%

 

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
ASTON/Montag & Caldwell Mid Cap Growth N-2.558.737.78
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) PerformanceOther Financial Data Web Sites on ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

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