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Mutual Fund Insights: Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

In-depth Analysis of Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Mutual fund chart: Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

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See Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) performance details as of February 28, 2010

Last Trade: $7.80 on 3/19/2010, Change: -0.07 (-0.89%)

Experiment our closing price forecasting tool for Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) (alpha release)

Fund Manager - Andrew W. Jung

Fund Manager Tenure: 2.4 years
Fundmojo Fund Grade: D (Score: 0.49) (What does this score mean?)

Andrew W. Jung is vice president, security analyst and portfolio manager with Montag & Caldwell. Prior to joining Montag & Caldwell, Andrew W. Jung was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where Andrew W. Jung followed banks and thrifts. Andrew W. Jung holds the Chartered Financial Analyst designation. Get more insights on Andrew W. Jung

What we like about Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Data for Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) as of February 28, 2010

Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has an annual stock turnover rate of 54.37% vs Mid-Cap Growth average of 140.76%. It is good that Aston/Montag & Caldwell Mid Cap Growth N management does not trade extensively for its return.
Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has a lower management fee than its Mid-Cap Growth average: 1.40% vs 1.47%

What we are cautious about Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Data for Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) as of February 28, 2010

Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) management has been with Aston/Montag & Caldwell Mid Cap Growth N Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has a less-than-ideal short-term performance (1-year return 52.78% vs 58.17 % Mid-Cap Growth category average)
Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) ratio of up-years vs down years can be improved
Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) is less safe compared to its Mid-Cap Growth peers
Even though Aston/Montag & Caldwell Mid Cap Growth N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) performance details as of February 28, 2010

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Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Net Asset

Track net asset change of Aston/Montag & Caldwell Mid Cap Growth N fund (AMCMX)

Date	Net Asset
02/2010	$3.19M
01/2010	$3.03M
11/2009	$2.99M

More historic net asset information on Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

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

Track portfolio allocation change of Aston/Montag & Caldwell Mid Cap Growth N fund (AMCMX)

Date	Cash	Stock	Bond	Other
01/2010	3.93%	96.06%	0%	0%
10/2009	3.08%	96.92%	0%	0%
09/2009	3.88%	96.13%	0%	0%

Click here to see more historic asset allocation information on Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Most Recent Top 10 Holdings in Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

Discover what Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) manager is buying

31-Jan-10

Amphenol Corporation Common Sto [3.93%]
Amphenol Corporation [2.99%]
Fiserv, Inc. [2.77%]
Polo Ralph Lauren Corporation C [2.59%]
Ecolab Inc. Common Stock [2.51%]
Microchip Technology Incorporat [2.43%]
Juniper Networks, Inc. Common S [2.43%]
Varian Medical Systems, Inc. Co [2.4%]
Fastenal Company [2.36%]
Affiliated Managers Group, Inc. [2.25%]

31-Oct-09

AMPHENOL CP [3.19%]
BlackRock Liquidity TempCash Instl [3.08%]
Fiserv, Inc. [2.98%]
ECOLAB INC [2.66%]
JUNIPER NETWORKS [2.65%]
AFFILIATED MGRS GRP [2.52%]
RALPH LAUREN POLO CP [2.48%]
AVON PRODUCTS INC [2.39%]
Microchip Technology Incorporat [2.39%]
Joy Global Inc. [2.31%]

30-Sep-09

BlackRock Liquidity TempCash Instl [3.88%]
Fiserv, Inc. [3.04%]
AMPHENOL CP [2.91%]
JUNIPER NETWORKS [2.73%]
ECOLAB INC [2.72%]
Microchip Technology Incorporat [2.56%]
AFFILIATED MGRS GRP [2.51%]
RALPH LAUREN POLO CP [2.48%]
AVON PRODUCTS INC [2.46%]
OCEANEERING INTL INC [2.28%]

Click here for Stock Holding Change Map in Aston/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.