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Mutual Fund Insights: Aston/TAMRO Diversified Equity N Fund (ATLVX)

In-depth Analysis of Aston/TAMRO Diversified Equity N Fund (ATLVX)

Mutual fund chart: Aston/TAMRO Diversified Equity N Fund (ATLVX)

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See Aston/TAMRO Diversified Equity N Fund (ATLVX) performance details as of January 31, 2010

  

    Last Trade: $11.20 on 3/11/2010, Change: +0.05 (0.45%)
Experiment our closing price forecasting tool for Aston/TAMRO Diversified Equity N Fund (ATLVX) (alpha release)

  

Fund Manager - Philip D. Tasho

Fund Manager Tenure: 9.3 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Tasho leads the Investment Team and has overall portfolio management responsibility. He is the original architect of TAMRO?s investment philosophy and process. He co-founded TAMRO Capital Partners after serving for four years as the Chief Executive and Chief Investment Officer of Riggs Investment Management Corporation (RIMCO). He started at RIMCO in 1990 as the Managing Director for Equity Strategy and Management.  Get more insights on Philip D. Tasho

  

What we like about Aston/TAMRO Diversified Equity N Fund (ATLVX) What we like about Aston/TAMRO Diversified Equity N Fund (ATLVX)

Data for Aston/TAMRO Diversified Equity N Fund (ATLVX) as of January 31, 2010

  • Aston/TAMRO Diversified Equity N Fund (ATLVX) management has been with Aston/TAMRO Diversified Equity N Fund for 9.3 years
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has good short-term performance (1-year return 37.09% vs 35.76% Large Growth category average)
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has good mid-term performance (3-year return -4.57% vs -5.20% Large Growth category average)
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has good Long-term performance (5-year return 1.37% vs 0.87% Large Growth category average)
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) ratio of up-years vs down years is greater than 2
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has a Morningstar rating of 4 and above
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has an annual stock turnover rate of 85.49% vs Large Growth average of 109.93%. It is good that Aston/TAMRO Diversified Equity N management does not trade extensively for its return.
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.6, lower than category average of 21.28
  • Aston/TAMRO Diversified Equity N Fund (ATLVX) has a lower management fee than its Large Growth average: 1.20% vs 1.33%

  

What we are cautious about Aston/TAMRO Diversified Equity N Fund (ATLVX) What we are cautious about Aston/TAMRO Diversified Equity N Fund (ATLVX)

Data for Aston/TAMRO Diversified Equity N Fund (ATLVX) as of January 31, 2010

  • Even though Aston/TAMRO Diversified Equity N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Aston/TAMRO Diversified Equity N Fund (ATLVX) performance details as of January 31, 2010

  

  

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Aston/TAMRO Diversified Equity N Fund (ATLVX) Net Asset

Track net asset change of Aston/TAMRO Diversified Equity N fund (ATLVX)

DateNet Asset
01/2010$10.81M
11/2009$10.89M
10/2009$10.48M
More historic net asset information on Aston/TAMRO Diversified Equity N Fund (ATLVX)

  

Aston/TAMRO Diversified Equity N Fund (ATLVX) Portfolio Allocation

Track portfolio allocation change of Aston/TAMRO Diversified Equity N fund (ATLVX)

DateCashStockBondOther
10/20093%96.66%0%0.34%
09/20092.7%96.98%0%0.32%
08/20093.26%96.21%0%0.52%
Click here to see more historic asset allocation information on Aston/TAMRO Diversified Equity N Fund (ATLVX)

  

Most Recent Top 10 Holdings in Aston/TAMRO Diversified Equity N Fund (ATLVX)

Discover what Aston/TAMRO Diversified Equity N Fund (ATLVX) manager is buying

31-Oct-09
Cerner Corporation [3.21%]
BlackRock Liquidity TempCash Instl [3%]
JP MORGAN CHASE CO [3%]
SALESFORCE.COM INC [2.94%]
Google Inc. [2.83%]
JOHNSON AND JOHNS DC [2.53%]
ANADARKO PETROLEUM [2.25%]
E M C CP [2.18%]
MOHAWK INDS INC [2.13%]
Dollar Tree, Inc. [2.1%]

30-Sep-09
Cerner Corporation [3.07%]
JP MORGAN CHASE CO [3.06%]
SALESFORCE.COM INC [2.87%]
BlackRock Liquidity TempCash Instl [2.7%]
Google Inc. [2.54%]
AES CORPORATION [2.3%]
Yahoo! Inc. [2.27%]
ANADARKO PETROLEUM [2.25%]
E M C CP [2.19%]
FRANKLIN RES INC [2.18%]

31-Aug-09
BlackRock Liquidity TempCash Instl [3.26%]
JP MORGAN CHASE CO [3.2%]
SALESFORCE.COM INC [2.76%]
Cerner Corporation [2.67%]
Google Inc. [2.5%]
AES CORPORATION [2.49%]
FRANKLIN RES INC [2.32%]
Berkshire Hathaway Inc. B [2.27%]
MOHAWK INDS INC [2.27%]
N B T Y INC [2.25%]
Click here for Stock Holding Change Map in Aston/TAMRO Diversified Equity N Fund (ATLVX)

  

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