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ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

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

 

Graph of ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) ManagerFund Manager - Ronald L. Altman

Fund Manager Information

Fund Manager Tenure: 11.8 years
Fund Family: Aston
Fund Category: Option Writing
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Mr. Altman is the portfolio manager, and has primary responsibility for the day-to-day management of the Fund. Mr. Altman joined M.D. Sass in June of 2009 as a portfolio manager of the enhanced equity strategy. Prior to M.D. Sass, Mr. Altman was a partner and portfolio manager of the enhanced equity income strategy at MB Investment Partners, Inc. From 1999 to 2005, Mr. Altman was a Senior Managing Director and Director of Research at Victory SBSF.  Get more insights on Ronald L. Altman

 

Graph of ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) ProfileASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Profile

Fund Profile and Description

ASTON/Anchor Capital Enhanced Equity N Fund seeks total return. ASTON/Anchor Capital Enhanced Equity N Fund invests primarily in a diversified portfolio of equity securities traded in U.S. markets and by writing covered call options on a substantial portion of the fund's long equity portfolio. It places primary emphasis on the generation of income. Option premiums and dividend income are expected to constitute a significant portion of total return. Under normal circumstances, the fund invests at least 80% of assets in equity securities.

 

ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund Strength What we like about ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

Data for ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) as of May 30, 2016

  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) management has been with ASTON/Anchor Capital Enhanced Equity N Fund for 11.8 years
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) ratio of up-years vs down years is greater than 2
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has an annual stock turnover rate of 33.30% vs Option Writing average of 50.21%. It is good that ASTON/Anchor Capital Enhanced Equity N management does not trade extensively for its return.
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has a lower expense ratio than its Option Writing average: 1.19% vs 1.45%

ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Weakness What we are cautious about ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

Data for ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) as of May 30, 2016

  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has a less-than-ideal short-term performance (1-year return -7.42% vs -1.35% Option Writing category median performance)
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has a less-than-ideal mid-term performance (3-year return 1.04% vs 3.71% Option Writing category median performance)
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has a less-than-ideal Long-term performance (5-year return 2.95% vs 4.50% Option Writing category median performance)
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has a Morningstar rating of 3 and below
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) is less safe compared to its Option Writing peers
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) does not have a good risk adjusted return as its 3-year Alpha of -3.91 is worse than category average of -1.32, and its 3-year Sharpe ratio is 0.17
  • ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.07 that is higher than category average of 5.86
  • Even though ASTON/Anchor Capital Enhanced Equity N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) performance details as of May 30, 2016

 

What do you think?

 

Compare ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)Compare with other top Option Writing category mutual funds

Aadditional top Option Writing mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/Anchor Capital Enhanced Equity N1.30-7.421.042.95
Glenmede Secured Options (GTSOX)-1.121.996.246.79Compare

See top fund managers for Option Writing Category Funds

 

Compare ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)Compare with Option Writing category ETFs

Some Option Writing ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite ETF (PBP)0.51%1.22%5.33%

 

Graph of ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Net Asset TrackingASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund Net Asset

Track net asset change of ASTON/Anchor Capital Enhanced Equity N fund (AMBEX)

DateNet Asset
05/2016$96.75M
03/2016$116.33M
02/2016$123.49M
More historic net asset information on ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)

  

Graph of ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Portfolio TrackingASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund Portfolio Allocation

Track portfolio allocation change of ASTON/Anchor Capital Enhanced Equity N fund (AMBEX)

DateCashStockBondOther
04/20162.33%97.67%0%0%
03/20162.41%97.59%0%0%
01/20163.55%95.8%0%0.65%
Click here to see more historic asset allocation information on ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)

 

graph of ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Top 10 Position TrackingTop 10 Holdings in ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

Discover what ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) manager is buying

Apr 29, 2016
Ford Motor Company Common Stock [5.49%]
Staples, Inc. [5.41%]
General Motors Company Common S [5.15%]
Schlumberger N.V. Common Stock [5.03%]
AT&T Inc. [4.86%]
Verizon Communications Inc. Com [4.79%]
PP&L Corporation Common Stock [4.72%]
FirstEnergy Corporation Common [4.4%]
Exelon Corporation Common Stock [4.4%]

Mar 30, 2016
Staples, Inc. [5.4%]
AT&T Inc. [5.22%]
Ford Motor Company Common Stock [5.22%]
Schlumberger N.V. Common Stock [5.07%]
Exelon Corporation Common Stock [4.93%]
Verizon Communications Inc. Com [4.88%]
General Motors Company Common S [4.81%]
LyondellBasell Industries NV Or [4.78%]
PP&L Corporation Common Stock [4.75%]

Jan 30, 2016
LyondellBasell Industries NV Or [5.01%]
FirstEnergy Corporation Common [5%]
Quest Diagnostics Incorporated [4.96%]
General Motors Company Common S [4.82%]
Schlumberger N.V. Common Stock [4.64%]
AT&T Inc. [4.63%]
Ford Motor Company Common Stock [4.51%]
Exelon Corporation Common Stock [4.47%]
Fastenal Company [4.29%]
Click here for Stock Holding Change Map in ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)

  

Latest News on ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

See what is happening with ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX)

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ASTON/Anchor Capital Enhanced Equity N Fund (AMBEX) Related ResourcesSee more information on ASTON/Anchor Capital Enhanced Equity N (AMBEX) Fund

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