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Mutual Fund Insights: Aston/Veredus Select Growth I Fund (AVISX)

In-depth Analysis of Aston/Veredus Select Growth I Fund (AVISX)

Mutual fund chart: Aston/Veredus Select Growth I Fund (AVISX)

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See Aston/Veredus Select Growth I Fund (AVISX) performance details as of January 31, 2010

  

    Last Trade: $11.04 on 3/19/2010, Change: -0.11 (-0.99%)
Experiment our closing price forecasting tool for Aston/Veredus Select Growth I Fund (AVISX) (alpha release)

  

Fund Manager - Charles F. Mercer, Jr.

Fund Manager Tenure: 8.2 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Mercer is vice president and director of research of Veredus since June 1998. Prior to Veredus, he was a research analyst at SMC Capital Inc. from 1996 to 1998. Mercer holds the Charted Financial Analyst designation.  Get more insights on Charles F. Mercer, Jr.

  

What we like about Aston/Veredus Select Growth I Fund (AVISX) What we like about Aston/Veredus Select Growth I Fund (AVISX)

Data for Aston/Veredus Select Growth I Fund (AVISX) as of January 31, 2010

  • Aston/Veredus Select Growth I Fund (AVISX) management has been with Aston/Veredus Select Growth I Fund for 8.2 years
  • Aston/Veredus Select Growth I Fund (AVISX) has good short-term performance (1-year return 37.15% vs 35.76% Large Growth category average)
  • Aston/Veredus Select Growth I Fund (AVISX) has a lower management fee than its Large Growth average: 1.07% vs 1.33%
  • Aston/Veredus Select Growth I Fund (AVISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Aston/Veredus Select Growth I Fund (AVISX) What we are cautious about Aston/Veredus Select Growth I Fund (AVISX)

Data for Aston/Veredus Select Growth I Fund (AVISX) as of January 31, 2010

  • Aston/Veredus Select Growth I Fund is a focused fund with 34.64% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Aston/Veredus Select Growth I Fund (AVISX) has a less-than-ideal Long-term performance (5-year return 0.73% vs 0.87% Large Growth category average)
  • Aston/Veredus Select Growth I Fund (AVISX) ratio of up-years vs down years can be improved
  • Aston/Veredus Select Growth I Fund (AVISX) has a Morningstar rating of 3 and below
  • Aston/Veredus Select Growth I Fund (AVISX) has an annual stock turnover rate of 331.55% that is higher than the Large Growth average of 109.93%. This could mean Aston/Veredus Select Growth I is more nimble, but also signal potential high tax impact and high trading fees
  • Aston/Veredus Select Growth I Fund (AVISX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.05 that is higher than category average of 21.28
See Aston/Veredus Select Growth I Fund (AVISX) performance details as of January 31, 2010

  

  

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Aston/Veredus Select Growth I Fund (AVISX) Net Asset

Track net asset change of Aston/Veredus Select Growth I fund (AVISX)

DateNet Asset
01/2010$51.48M
11/2009$50.05M
10/2009$47.84M
More historic net asset information on Aston/Veredus Select Growth I Fund (AVISX)

  

Aston/Veredus Select Growth I Fund (AVISX) Portfolio Allocation

Track portfolio allocation change of Aston/Veredus Select Growth I fund (AVISX)

DateCashStockBondOther
10/20091.07%98.94%0%0%
09/20092.97%97.03%0%0%
08/20090.41%99.59%0%0%
Click here to see more historic asset allocation information on Aston/Veredus Select Growth I Fund (AVISX)

  

Most Recent Top 10 Holdings in Aston/Veredus Select Growth I Fund (AVISX)

Discover what Aston/Veredus Select Growth I Fund (AVISX) manager is buying

31-Oct-09
BEST BUY CO INC [4.41%]
PENNEY J C CO HOLDIN [4.31%]
CORNING INC [3.25%]
Cisco Systems, Inc. [3.17%]
Intel Corporation [3.16%]
HOST HOTELS & RESORT [3.14%]
Urban Outfitters, Inc. [3.08%]
ESTEE LAUDER COS INC [3.04%]
INTL GAME TECH [2.91%]

30-Sep-09
FORD MOTOR CO [4.93%]
MICRON TECHNOLOGY [4.02%]
PENNEY J C CO HOLDIN [3.94%]
BEST BUY CO INC [3.89%]
WESTERN DIGITAL CP [3.82%]
SanDisk Corporation [3.75%]
HOST HOTELS & RESORT [3.28%]
GAP INC [3.26%]
INTL GAME TECH [3.14%]
MANPOWER INC [3.12%]

31-Aug-09
FORD MOTOR CO [4.56%]
BEST BUY CO INC [4%]
MICRON TECHNOLOGY [3.88%]
WESTERN DIGITAL CP [3.85%]
PENNEY J C CO HOLDIN [3.77%]
SanDisk Corporation [3.28%]
INTL GAME TECH [3.28%]
Intel Corporation [3.24%]
GAP INC [3.22%]
MANPOWER INC [3.06%]
Click here for Stock Holding Change Map in Aston/Veredus Select Growth I Fund (AVISX)

  

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Latest News on Aston/Veredus Select Growth I (AVISX)

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