Fund Mojo help you discover the best fund managers, funds, and related information

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

ASTON/River Road Independent Value N (ARIVX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/River Road Independent Value N (ARIVX) Fund

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

 

Graph of ASTON/River Road Independent Value N Fund (ARIVX) ManagerFund Manager - Eric K. Cinnamond

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: Aston
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Eric K. Cinnamond, CFA, Vice President & Portfolio Manager of River Road Asset Management, LLC. Mr. Cinnamond has 17 years of investment industry experience. Prior to joining River Road, Mr. Cinnamond served as lead Portfolio Manager at Intrepid Capital Management from 1998 to 2010. Prior to Intrepid Capital Management, Mr. Cinnamond was a Co-Portfolio Manager and Analyst at Evergreen Asset Management from 1996-1998.Mr. Cinnamond received his BBA in Finance from Stetson University, his MBA from the University of Florida and he earned the Charted Financial Analyst (CFA) designation in 1996 (CFA Institute).  Get more insights on Eric K. Cinnamond

 

 

ASTON/River Road Independent Value N (ARIVX) Fund Strength What we like about ASTON/River Road Independent Value N (ARIVX) Fund

Data for ASTON/River Road Independent Value N Fund (ARIVX) as of May 30, 2016

  • ASTON/River Road Independent Value N Fund (ARIVX) management has been with ASTON/River Road Independent Value N Fund for 9.0 years
  • ASTON/River Road Independent Value N Fund (ARIVX) has good short-term performance (1-year return 4.00% vs -3.44% Small Value category median performance)
  • ASTON/River Road Independent Value N Fund (ARIVX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.93, lower than category average of 14.31

ASTON/River Road Independent Value N Fund (ARIVX) Weakness What we are cautious about ASTON/River Road Independent Value N (ARIVX) Fund

Data for ASTON/River Road Independent Value N Fund (ARIVX) as of May 30, 2016

  • ASTON/River Road Independent Value N Fund (ARIVX) has a less-than-ideal mid-term performance (3-year return 1.89% vs 6.26% Small Value category median performance)
  • ASTON/River Road Independent Value N Fund (ARIVX) has a less-than-ideal Long-term performance (5-year return 2.93% vs 7.71% Small Value category median performance)
  • ASTON/River Road Independent Value N Fund (ARIVX) ratio of up-years vs down years can be improved
  • ASTON/River Road Independent Value N Fund (ARIVX) has a Morningstar rating of 3 and below
  • ASTON/River Road Independent Value N Fund (ARIVX) is less safe compared to its Small Value peers
  • ASTON/River Road Independent Value N Fund (ARIVX) has an annual stock turnover rate of 59.40% that is higher than the Small Value average of 58.14%. This could mean ASTON/River Road Independent Value N is more nimble, but also signal potential high tax impact and high trading fees
  • ASTON/River Road Independent Value N Fund (ARIVX) has a higher expense ratio of 1.42% than its Small Value average of 1.33%
  • Even though ASTON/River Road Independent Value N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See ASTON/River Road Independent Value N Fund (ARIVX) performance details as of May 30, 2016

 

What do you think?

 

Compare ASTON/River Road Independent Value N Fund (ARIVX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/River Road Independent Value N8.224.001.892.93
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare ASTON/River Road Independent Value N Fund (ARIVX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of ASTON/River Road Independent Value N Fund (ARIVX) Net Asset TrackingASTON/River Road Independent Value N (ARIVX) Fund Net Asset

Track net asset change of ASTON/River Road Independent Value N fund (ARIVX)

DateNet Asset
05/2016$343.55M
03/2016$392.71M
02/2016$340.58M
More historic net asset information on ASTON/River Road Independent Value N Fund (ARIVX)

  

Graph of ASTON/River Road Independent Value N Fund (ARIVX) Portfolio TrackingASTON/River Road Independent Value N (ARIVX) Fund Portfolio Allocation

Track portfolio allocation change of ASTON/River Road Independent Value N fund (ARIVX)

DateCashStockBondOther
04/201685.54%14.46%0%0%
03/201684.76%15.24%0%0%
01/201681.89%18.11%0%0%
Click here to see more historic asset allocation information on ASTON/River Road Independent Value N Fund (ARIVX)

 

graph of ASTON/River Road Independent Value N Fund (ARIVX) Top 10 Position TrackingTop 10 Holdings in ASTON/River Road Independent Value N (ARIVX) Fund

Discover what ASTON/River Road Independent Value N Fund (ARIVX) manager is buying

Apr 29, 2016
ALAMOS GOLD INC CLS A [3.73%]
Pan American Silver Corp [3.19%]
NEW GOLD INC. [1.77%]
American Science and Engineerin [1.35%]
QEP Resources, Inc. Common Stoc [0.93%]
Empire District Electric Compan [0.82%]
Park Electrochemical Corporatio [0.78%]
Energen Corporation Common Stoc [0.45%]
Benchmark Electronics, Inc. Com [0.41%]
Baldwin & Lyons, Inc. [0.4%]

Mar 30, 2016
ALAMOS GOLD INC CLS A [3.46%]
Pan American Silver Corp [3.42%]
NEW GOLD INC. [1.66%]
American Science and Engineerin [1.45%]
Energen Corporation Common Stoc [1.28%]
Empire District Electric Compan [0.84%]
Park Electrochemical Corporatio [0.8%]
QEP Resources, Inc. Common Stoc [0.77%]
Raven Industries, Inc. [0.56%]
Benchmark Electronics, Inc. Com [0.51%]

Jan 30, 2016
ALAMOS GOLD INC CLS A [3.53%]
Pan American Silver Corp [3.23%]
Empire District Electric Compan [2.21%]
Energen Corporation Common Stoc [1.92%]
NEW GOLD INC. [1.62%]
QEP Resources, Inc. Common Stoc [0.87%]
Unit Corporation Common Stock [0.76%]
Raven Industries, Inc. [0.63%]
Benchmark Electronics, Inc. Com [0.62%]
MYR Group, Inc. [0.54%]
Click here for Stock Holding Change Map in ASTON/River Road Independent Value N Fund (ARIVX)

  

Latest News on ASTON/River Road Independent Value N (ARIVX) Fund

See what is happening with ASTON/River Road Independent Value N Fund (ARIVX)

    No recent news

 

ASTON/River Road Independent Value N Fund (ARIVX) Related ResourcesSee more information on ASTON/River Road Independent Value N (ARIVX) Fund

Popular pages on ASTON/River Road Independent Value N (ARIVX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update