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ASTON/Fairpointe Mid Cap N (CHTTX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/Fairpointe Mid Cap N (CHTTX) Fund

    Last Trade: $45.98 on 4/22/2014, Change: +0.30 (0.66%)

 

Graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) ManagerFund Manager - Thyra Zerhusen

Fund Manager Information

Fund Manager Tenure: 14.9 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) ProfileASTON/Fairpointe Mid Cap N Fund (CHTTX) Profile

Fund Profile and Description

ASTON/Fairpointe Mid Cap N Fund seeks long-term total return through capital appreciation. ASTON/Fairpointe Mid Cap N Fund normally invests at least 80% of assets in mid-cap stocks of companies with an improving revenue and earnings growth outlook. The portfolio manager selects approximately 40 stocks based on bottom-up fundamental analysis, and takes a long-term approach with a focus on maximizing after-tax returns. It may invest in foreign securities.

 

ASTON/Fairpointe Mid Cap N (CHTTX) Fund Strength What we like about ASTON/Fairpointe Mid Cap N (CHTTX) Fund

Data for ASTON/Fairpointe Mid Cap N Fund (CHTTX) as of Mar 30, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 14.9 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good short-term performance (1-year return 31.89% vs 22.35% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 15.45% vs 12.62% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good Long-term performance (5-year return 29.25% vs 23.02% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) ratio of up-years vs down years is greater than 2
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a Morningstar rating of 4 and above
  • Asset base in ASTON/Fairpointe Mid Cap N Fund (CHTTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has an annual stock turnover rate of 36.98% vs Mid-Cap Blend average of 60.76%. It is good that ASTON/Fairpointe Mid Cap N management does not trade extensively for its return.
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a lower expense ratio than its Mid-Cap Blend average: 1.11% vs 1.19%

ASTON/Fairpointe Mid Cap N Fund (CHTTX) Weakness What we are cautious about ASTON/Fairpointe Mid Cap N (CHTTX) Fund

Data for ASTON/Fairpointe Mid Cap N Fund (CHTTX) as of Mar 30, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is less safe compared to its Mid-Cap Blend peers
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.73 that is higher than category average of 15.59
  • Even though ASTON/Fairpointe Mid Cap N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See ASTON/Fairpointe Mid Cap N Fund (CHTTX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare ASTON/Fairpointe Mid Cap N Fund (CHTTX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/Fairpointe Mid Cap N4.8731.8915.4529.25
Invesco Endeavor A (ATDAX)3.6916.5613.3627.52Compare
American Century Veedot Instl (AVDIX)1.3526.3115.6220.84Compare
Dreyfus Structured Midcap I (DPSRX)2.2322.3514.4725.17Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare ASTON/Fairpointe Mid Cap N Fund (CHTTX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Raymond James SB-1 Equity (RYJ)2.53%29.68%14.75%
PowerShares Dynamic Market (PWC)4.63%28.60%16.38%
Guggenheim Spin-Off (CSD)0.78%28.02%23.54%
First Trust Value Line 100 ETF (FVL)4.61%27.52%9.95%
WisdomTree MidCap Earnings (EZM)2.94%27.42%16.35%

 

Graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) Net Asset TrackingASTON/Fairpointe Mid Cap N (CHTTX) Fund Net Asset

Track net asset change of ASTON/Fairpointe Mid Cap N fund (CHTTX)

DateNet Asset
03/2014$5.53B
02/2014$5.41B
01/2014$5.06B
More historic net asset information on ASTON/Fairpointe Mid Cap N Fund (CHTTX)

  

Graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) Portfolio TrackingASTON/Fairpointe Mid Cap N (CHTTX) Fund Portfolio Allocation

Track portfolio allocation change of ASTON/Fairpointe Mid Cap N fund (CHTTX)

DateCashStockBondOther
12/20133.41%96.59%0%0%
09/20136.15%93.85%0%0%
06/20136.81%93.19%0%0%
Click here to see more historic asset allocation information on ASTON/Fairpointe Mid Cap N Fund (CHTTX)

 

graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) Top 10 Position TrackingTop 10 Holdings in ASTON/Fairpointe Mid Cap N (CHTTX) Fund

Discover what ASTON/Fairpointe Mid Cap N Fund (CHTTX) manager is buying

Dec 30, 2013
Juniper Networks, Inc. Common S [3.71%]
New York Times Company (The) Co [3.27%]
Akamai Technologies, Inc. [3.09%]
Hospira Inc [2.95%]
Xylem Inc. Common Stock New [2.95%]
FMC Technologies, Inc. Common S [2.92%]
DeVry Education Group Inc. Comm [2.91%]
Edwards Lifesciences Corporatio [2.82%]
Staples, Inc. [2.81%]
Citrix Systems, Inc. [2.74%]

Sep 29, 2013
Hospira Inc [3.5%]
Boston Scientific Corporation C [3.47%]
DeVry Education Group Inc. Comm [3.14%]
New York Times Company (The) Co [3.11%]
Juniper Networks, Inc. Common S [2.86%]
Itron, Inc. [2.83%]
Staples, Inc. [2.83%]
Nuance Communications, Inc. [2.83%]
Xylem Inc. Common Stock New [2.77%]
Akamai Technologies, Inc. [2.73%]

Jun 29, 2013
Boston Scientific Corporation C [4.4%]
Hospira Inc [4.08%]
Staples, Inc. [3.7%]
DeVry Inc. Common Stock [3.55%]
New York Times Company (The) Co [3.19%]
Juniper Networks, Inc. Common S [3%]
Akamai Technologies, Inc. [2.85%]
Itron, Inc. [2.76%]
Nuance Communications, Inc. [2.66%]
Interpublic Group of Companies, [2.6%]
Click here for Stock Holding Change Map in ASTON/Fairpointe Mid Cap N Fund (CHTTX)

  

Latest News on ASTON/Fairpointe Mid Cap N (CHTTX) Fund

See what is happening with ASTON/Fairpointe Mid Cap N Fund (CHTTX)

 

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