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ASTON/Montag & Caldwell Growth R Fund (MCRGX)

Fund performance review and position details on ASTON/Montag & Caldwell Growth R Fund (MCRGX)

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

ASTON/Montag & Caldwell Growth R Fund (MCRGX) HighlightASTON/Montag & Caldwell Growth R Fund (MCRGX) Fund Summary

ASTON/Montag & Caldwell Growth R Fund (MCRGX) statistics as of May 30, 2016

Category: Large Growth
Fund Family: Aston
Net Asset: $1.42B
Yield: 0.06%
Year-to-Date Return: -1.07%
Morningstar rating: 3

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) CostASTON/Montag & Caldwell Growth R Fund (MCRGX) Cost

ASTON/Montag & Caldwell Growth R Fund (MCRGX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Large Growth average): 1.30% (1.17%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 12.11%

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) PerformanceASTON/Montag & Caldwell Growth R Fund (MCRGX) Performance

Most current ASTON/Montag & Caldwell Growth R Fund (MCRGX) Performance

1-month Performance (Large Growth category median performance): 1.57% (2.15%)
3-month Performance (Large Growth category median performance): 4.36% (8.20%)
1 Year Performance (Large Growth category median performance): 0.81% (-1.74%)
3 Year Performance (Large Growth category median performance): 7.98% (10.74%)
5 Year Performance (Large Growth category median performance): 9.21% (10.14%)
Number of Years of positive return: 12 years
Number of Years of negative return: 1 years
3 year Alpha (Large Growth category average): -1.26 (-0.82)
3 year Beta (Large Growth category average): 0.85 (1.04)
3 year Sharpe Ratio: 0.78
3 year Treynor: 9.29

ASTON/Montag & Caldwell Growth R Fund (MCRGX) topholdingTop Stock Holdings in ASTON/Montag & Caldwell Growth R Fund (MCRGX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Pepsico, Inc. Common Stock4.8%0.00%
Alphabet Inc.4.52%0.00%
Mondelez International, Inc.4.32%0.00%
United Parcel Service, Inc. Com4.15%0.00%
Visa Inc.4.04%0.00%
Walgreens Boots Alliance, Inc.3.93%0.00%
Facebook, Inc.3.86%0.00%
Honeywell International Inc. Co3.61%0.00%
Dollar Tree, Inc.3.08%0.00%
Medtronic plc. Ordinary Shares3.06%0.00%
*Note: The price change will reset to 0 after the midnight

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) Portfolio AllocationASTON/Montag & Caldwell Growth R Fund (MCRGX) Fund Portfolio Allocation

ASTON/Montag & Caldwell Growth R Fund (MCRGX) Fund Portfolio Allocation data as of 04/2016

Stock95.03%
Bond0%
Cash4.97%
Other0%

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) CompareCompare with other Large Growth category mutual funds

Below are some additional Large Growth mutual funds generated out of our database

Fund1 Year3 year5 year
ASTON/Montag & Caldwell Growth R0.817.989.21
American Funds AMCAP R6 (RAFGX)-1.1311.8211.94 Compare
AB Core Opportunities Advisor (ADGYX)3.3612.0412.15 Compare
Eaton Vance Growth R (ELCRX)0.1013.0010.73 Compare

See top fund managers for Large Growth Category Funds

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) PerformanceOther Financial Data Web Sites on ASTON/Montag & Caldwell Growth R Fund (MCRGX)

Addition research sites for ASTON/Montag & Caldwell Growth R Fund (MCRGX)

 

ASTON/Montag & Caldwell Growth R Fund (MCRGX) Related ResourcesSee more information on ASTON/Montag & Caldwell Growth R (MCRGX) Fund

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