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Fund Intelligence | Best Managers | ABMIX Insights | ABMIX Score | ABMIX Performance | ABMIX Manager | ABMIX News | ABMIX Allocation | ABMIX Holdings Change

Mutual Fund Insights: Aston/Optimum Mid Cap I Fund (ABMIX)

In-depth Analysis of Aston/Optimum Mid Cap I Fund (ABMIX)

Mutual fund chart: Aston/Optimum Mid Cap I Fund (ABMIX)

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See Aston/Optimum Mid Cap I Fund (ABMIX) performance details as of January 31, 2010

  

    Last Trade: $28.75 on 3/18/2010, Change: -0.10 (-0.35%)
Experiment our closing price forecasting tool for Aston/Optimum Mid Cap I Fund (ABMIX) (alpha release)

  

Fund Manager - Thyra Zerhusen

Fund Manager Tenure: 10.8 years
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Zerhusen is a managing director and portfolio manager with Optimum Investment Advisors. Previously, she was senior vice president at Talon Asset Management. Prior to that, Zerhusen spent more than six years as a senior vice president and principal with Burridge Group, where she was responsible for a tax-sensitive midcap product. Her background also includes 11 years as a senior investment analyst at Sears Investment Management Company and six years at Harris Trust & Savings Bank in Chicago.  Get more insights on Thyra Zerhusen

  

What we like about Aston/Optimum Mid Cap I Fund (ABMIX) What we like about Aston/Optimum Mid Cap I Fund (ABMIX)

Data for Aston/Optimum Mid Cap I Fund (ABMIX) as of January 31, 2010

  • Aston/Optimum Mid Cap I Fund (ABMIX) management has been with Aston/Optimum Mid Cap I Fund for 10.8 years
  • Aston/Optimum Mid Cap I Fund (ABMIX) has good short-term performance (1-year return 75.83% vs 42.02% Mid-Cap Blend category average)
  • Aston/Optimum Mid Cap I Fund (ABMIX) has good mid-term performance (3-year return 0.98% vs -6.52% Mid-Cap Blend category average)
  • Aston/Optimum Mid Cap I Fund (ABMIX) has good Long-term performance (5-year return 5.98% vs 1.32% Mid-Cap Blend category average)
  • Aston/Optimum Mid Cap I Fund (ABMIX) ratio of up-years vs down years is greater than 2
  • Aston/Optimum Mid Cap I Fund (ABMIX) has a Morningstar rating of 4 and above
  • Aston/Optimum Mid Cap I Fund (ABMIX) has an annual stock turnover rate of 17.72% vs Mid-Cap Blend average of 91.38%. It is good that Aston/Optimum Mid Cap I management does not trade extensively for its return.
  • Aston/Optimum Mid Cap I Fund (ABMIX) has a lower management fee than its Mid-Cap Blend average: 0.91% vs 1.38%
  • Aston/Optimum Mid Cap I Fund (ABMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Aston/Optimum Mid Cap I Fund (ABMIX) What we are cautious about Aston/Optimum Mid Cap I Fund (ABMIX)

Data for Aston/Optimum Mid Cap I Fund (ABMIX) as of January 31, 2010

  • Aston/Optimum Mid Cap I Fund is a focused fund with 37.29% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Aston/Optimum Mid Cap I Fund (ABMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.8 that is higher than category average of 24.11
See Aston/Optimum Mid Cap I Fund (ABMIX) performance details as of January 31, 2010

  

  

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Aston/Optimum Mid Cap I Fund (ABMIX) Net Asset

Track net asset change of Aston/Optimum Mid Cap I fund (ABMIX)

DateNet Asset
01/2010$197.06M
11/2009$154.45M
10/2009$150.83M
More historic net asset information on Aston/Optimum Mid Cap I Fund (ABMIX)

  

Aston/Optimum Mid Cap I Fund (ABMIX) Portfolio Allocation

Track portfolio allocation change of Aston/Optimum Mid Cap I fund (ABMIX)

DateCashStockBondOther
10/20091.45%98.55%0%0%
09/20091.98%98.02%0%0%
08/20092.96%97.04%0%0%
Click here to see more historic asset allocation information on Aston/Optimum Mid Cap I Fund (ABMIX)

  

Most Recent Top 10 Holdings in Aston/Optimum Mid Cap I Fund (ABMIX)

Discover what Aston/Optimum Mid Cap I Fund (ABMIX) manager is buying

31-Oct-09
Akamai Technologies, Inc. [4.69%]
CHGO BRIDGE & IRON [4.31%]
FMC TECHNOLOGIES INC [4.26%]
N Y TIMES CL A [3.71%]
VARIAN MED SYS INC [3.62%]
UNISYS CP NEW [3.32%]
LEXMARK INTL INC [3.16%]
HARRIS CP [3.07%]
BORG WARNER INC [3.05%]
MANPOWER INC [3.02%]

30-Sep-09
FMC TECHNOLOGIES INC [4.48%]
CHGO BRIDGE & IRON [4.32%]
Akamai Technologies, Inc. [4.17%]
N Y TIMES CL A [3.78%]
VARIAN MED SYS INC [3.59%]
GANNETT CO INC [3.42%]
MANPOWER INC [3.41%]
SOUTHWEST AIRLINES [3.28%]
JABIL CIRCUIT INC [3.13%]
BORG WARNER INC [2.89%]

31-Aug-09
FMC TECHNOLOGIES INC [4.83%]
CHGO BRIDGE & IRON [4.03%]
Akamai Technologies, Inc. [4%]
N Y TIMES CL A [3.91%]
VARIAN MED SYS INC [3.87%]
MANPOWER INC [3.51%]
SOUTHWEST AIRLINES [3.08%]
BORG WARNER INC [3.02%]
Zebra Technologies Corporation [2.97%]
BlackRock Liquidity TempCash Instl [2.96%]
Click here for Stock Holding Change Map in Aston/Optimum Mid Cap I Fund (ABMIX)

  

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