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ASTON/Cornerstone Large Cap Value I (AAVIX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

    Last Trade: $13.14 on 12/7/2016, Change: +0.00 (0%)

 

Graph of ASTON/Cornerstone Large Cap Value I Fund (AAVIX) ManagerFund Manager - Rick M. van Nostrand

Fund Manager Information

Fund Manager Tenure: 5.9 years
Fund Family: Aston
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of ASTON/Cornerstone Large Cap Value I Fund (AAVIX) ProfileASTON/Cornerstone Large Cap Value I Fund (AAVIX) Profile

Fund Profile and Description

ASTON/Cornerstone Large Cap Value I Fund seeks total return. ASTON/Cornerstone Large Cap Value I Fund normally invests primarily in equity securities of companies that portfolio managers believe are undervalued compared to their perceived worth (value companies). While it may invest assets in companies of any size, the portfolio managers generally focus on companies with large capitalizations. The portfolio managers use a bottom-up investment approach in buying and selling investments for the fund. It may also invest in REITS, convertible securities, preferred stocks, and foreign securities.

 

ASTON/Cornerstone Large Cap Value I (AAVIX) Fund Strength What we like about ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

Data for ASTON/Cornerstone Large Cap Value I Fund (AAVIX) as of May 30, 2016

  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) management has been with ASTON/Cornerstone Large Cap Value I Fund for 5.9 years
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) ratio of up-years vs down years is greater than 2
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has a lower expense ratio than its Large Value average: 1.03% vs 1.10%
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

ASTON/Cornerstone Large Cap Value I Fund (AAVIX) Weakness What we are cautious about ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

Data for ASTON/Cornerstone Large Cap Value I Fund (AAVIX) as of May 30, 2016

  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has a less-than-ideal short-term performance (1-year return -8.77% vs -2.36% Large Value category median performance)
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has a less-than-ideal mid-term performance (3-year return 2.42% vs 7.81% Large Value category median performance)
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has a less-than-ideal Long-term performance (5-year return 6.28% vs 9.15% Large Value category median performance)
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has a Morningstar rating of 3 and below
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) is less safe compared to its Large Value peers
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has an annual stock turnover rate of 57.64% that is higher than the Large Value average of 44.39%. This could mean ASTON/Cornerstone Large Cap Value I is more nimble, but also signal potential high tax impact and high trading fees
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) does not have a good risk adjusted return as its 3-year Alpha of -8.95 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.24
  • ASTON/Cornerstone Large Cap Value I Fund (AAVIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.18 that is higher than category average of 11.7
  • Asset base in ASTON/Cornerstone Large Cap Value I Fund (AAVIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See ASTON/Cornerstone Large Cap Value I Fund (AAVIX) performance details as of May 30, 2016

 

What do you think?

 

Compare ASTON/Cornerstone Large Cap Value I Fund (AAVIX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/Cornerstone Large Cap Value I2.19-8.772.426.28
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare ASTON/Cornerstone Large Cap Value I Fund (AAVIX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of ASTON/Cornerstone Large Cap Value I Fund (AAVIX) Net Asset TrackingASTON/Cornerstone Large Cap Value I (AAVIX) Fund Net Asset

Track net asset change of ASTON/Cornerstone Large Cap Value I fund (AAVIX)

DateNet Asset
05/2016$78.55M
03/2016$81.72M
02/2016$82.06M
More historic net asset information on ASTON/Cornerstone Large Cap Value I Fund (AAVIX)

  

Graph of ASTON/Cornerstone Large Cap Value I Fund (AAVIX) Portfolio TrackingASTON/Cornerstone Large Cap Value I (AAVIX) Fund Portfolio Allocation

Track portfolio allocation change of ASTON/Cornerstone Large Cap Value I fund (AAVIX)

DateCashStockBondOther
04/20163.88%96.13%0%0%
03/20164.55%95.45%0%0%
01/20163.72%96.28%0%0%
Click here to see more historic asset allocation information on ASTON/Cornerstone Large Cap Value I Fund (AAVIX)

 

graph of ASTON/Cornerstone Large Cap Value I Fund (AAVIX) Top 10 Position TrackingTop 10 Holdings in ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

Discover what ASTON/Cornerstone Large Cap Value I Fund (AAVIX) manager is buying

Apr 29, 2016
Johnson & Johnson Common Stock [4.93%]
JP Morgan Chase & Co. Common St [4.63%]
Oracle Corporation Common Stock [4.39%]
Cisco Systems, Inc. [4.31%]
Microsoft Corporation [4.27%]
Honeywell International Inc. Co [4.12%]
Chevron Corporation Common Stoc [3.98%]
Capital One Financial Corporati [3.97%]
Alphabet Inc. [3.91%]
Cummins Inc. Common Stock [3.7%]

Mar 30, 2016
Johnson & Johnson Common Stock [4.8%]
Microsoft Corporation [4.76%]
JP Morgan Chase & Co. Common St [4.65%]
Oracle Corporation Common Stock [4.54%]
Cisco Systems, Inc. [4.5%]
Honeywell International Inc. Co [4.07%]
Capital One Financial Corporati [3.83%]
Alphabet Inc. [3.82%]
Parker-Hannifin Corporation Com [3.78%]
Chevron Corporation Common Stoc [3.74%]

Jan 30, 2016
Microsoft Corporation [5.05%]
JP Morgan Chase & Co. Common St [4.99%]
Johnson & Johnson Common Stock [4.92%]
Oracle Corporation Common Stock [4.44%]
Cisco Systems, Inc. [4.14%]
Honeywell International Inc. Co [4.13%]
Parker-Hannifin Corporation Com [4.11%]
Capital One Financial Corporati [3.99%]
Chevron Corporation Common Stoc [3.74%]
Tyson Foods, Inc. Common Stock [3.72%]
Click here for Stock Holding Change Map in ASTON/Cornerstone Large Cap Value I Fund (AAVIX)

  

Latest News on ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

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ASTON/Cornerstone Large Cap Value I Fund (AAVIX) Related ResourcesSee more information on ASTON/Cornerstone Large Cap Value I (AAVIX) Fund

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