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ASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund

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

 

Graph of ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) ManagerFund Manager - M. Scott Thompson

Fund Manager Information

Fund Manager Tenure: 11.9 years
Fund Family: Aston
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Thompson is vice president, security analyst and portfolio manager with Montag & Caldwell. He joined the firm in 1992. Thompson holds the Chartered Financial Analyst designation.  Get more insights on M. Scott Thompson

 

Graph of ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) ProfileASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Profile

Fund Profile and Description

ASTON/Montag & Caldwell Mid Cap Growth N Fund seeks to provide long-term capital appreciation; current income is a secondary consideration. ASTON/Montag & Caldwell Mid Cap Growth N Fund invests primarily in common stocks and convertible securities. It normally invests at least 80% of assets in securities of mid-cap companies. The subadviser defines a mid-cap company as one having a market capitalization, at the time of acquisition, of between $2.5 billion and $10 billion at the time of acquisition. ASTON/Montag & Caldwell Mid Cap Growth N Fund may invest in foreign securities.

 

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

Data for ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) as of May 30, 2016

  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) management has been with ASTON/Montag & Caldwell Mid Cap Growth N Fund for 11.9 years
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has good short-term performance (1-year return -2.55% vs -5.73% Mid-Cap Growth category median performance)
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has good mid-term performance (3-year return 8.73% vs 8.38% Mid-Cap Growth category median performance)
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has good Long-term performance (5-year return 7.78% vs 7.70% Mid-Cap Growth category median performance)
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) ratio of up-years vs down years is greater than 2
  • Asset base in ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.58, lower than category average of 13.49
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has a lower expense ratio than its Mid-Cap Growth average: 1.25% vs 1.28%

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

Data for ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) as of May 30, 2016

  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has a Morningstar rating of 3 and below
  • ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) has an annual stock turnover rate of 58.12% that is higher than the Mid-Cap Growth average of 50.96%. This could mean ASTON/Montag & Caldwell Mid Cap Growth N is more nimble, but also signal potential high tax impact and high trading fees
  • 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 May 30, 2016

 

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Compare ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/Montag & Caldwell Mid Cap Growth N1.27-2.558.737.78
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Net Asset TrackingASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund Net Asset

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

DateNet Asset
05/2016$10.63M
03/2016$10.47M
02/2016$9.83M
More historic net asset information on ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

  

Graph of ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Portfolio TrackingASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20163.57%96.43%0%0%
03/20163.22%96.78%0%0%
01/20162.67%97.33%0%0%
Click here to see more historic asset allocation information on ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

 

graph of ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX) Top 10 Position TrackingTop 10 Holdings in ASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund

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

Apr 29, 2016
LKQ Corporation [3.56%]
EPAM Systems, Inc. Common Stock [3.1%]
WEX Inc. common stock [3.02%]
Dollar Tree, Inc. [2.93%]
Intercontinental Exchange Inc. [2.82%]
HD Supply Holdings, Inc. [2.78%]
Cerner Corporation [2.77%]
FIRST REPUBLIC BANK Common Stoc [2.72%]
Monster Beverage Corporation [2.72%]
AmerisourceBergen Corporation C [2.55%]

Mar 30, 2016
LKQ Corporation [3.58%]
EPAM Systems, Inc. Common Stock [3.2%]
Dollar Tree, Inc. [3.05%]
Intercontinental Exchange Inc. [2.78%]
HD Supply Holdings, Inc. [2.7%]
Dollar General Corporation Comm [2.69%]
WEX Inc. common stock [2.68%]
Cerner Corporation [2.63%]
AmerisourceBergen Corporation C [2.62%]
FIRST REPUBLIC BANK Common Stoc [2.6%]

Jan 30, 2016
Dollar Tree, Inc. [4.25%]
EPAM Systems, Inc. Common Stock [3.43%]
FactSet Research Systems Inc. C [3.35%]
Intercontinental Exchange Inc. [3.34%]
LKQ Corporation [3.29%]
Ross Stores, Inc. [3.26%]
Cerner Corporation [3.09%]
AmerisourceBergen Corporation C [2.89%]
FIRST REPUBLIC BANK Common Stoc [2.84%]
Monster Beverage Corporation [2.74%]
Click here for Stock Holding Change Map in ASTON/Montag & Caldwell Mid Cap Growth N Fund (AMCMX)

  

Latest News on ASTON/Montag & Caldwell Mid Cap Growth N (AMCMX) Fund

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