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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: $48.33 on 7/22/2014, Change: +0.41 (0.86%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.2 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A+ (Score: 0.81)     (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 Jun 29, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 15.2 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good short-term performance (1-year return 30.30% vs 25.01% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 18.64% vs 14.66% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good Long-term performance (5-year return 25.07% vs 20.08% 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 56.38%. 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 Jun 29, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.65 that is higher than category average of 15.58
  • 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 Jun 29, 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 N10.3330.3018.6425.07
Invesco Endeavor R5 (ATDIX)6.3318.4415.8321.27Compare
Shelton S&P Midcap Index Direct (SPMIX)7.2724.6314.8021.09Compare
Transamerica Partners Instl Mid Value (DIMVX)7.2824.5815.4920.00Compare

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
First Trust Value Line 100 ETF (FVL)10.93%34.52%13.50%
PowerShares Dynamic Market (PWC)7.21%31.06%17.03%
WisdomTree MidCap Earnings (EZM)7.38%29.73%17.92%
Rydex Russell Midcap Equal Weig (EWRM)10.46%29.48%16.35%
Rydex Russell 1000 Equal Weight (EWRI)9.92%28.48%16.29%

 

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
06/2014$6.03B
03/2014$5.53B
02/2014$5.41B
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
03/20143.17%96.83%0%0%
12/20133.41%96.59%0%0%
09/20136.15%93.85%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

Mar 30, 2014
AGCO Corporation Common Stock [3.16%]
Nuance Communications, Inc. [3.14%]
Edwards Lifesciences Corporatio [3.12%]
New York Times Company (The) Co [3.04%]
Staples, Inc. [2.91%]
FMC Technologies, Inc. Common S [2.9%]
Cooper Tire & Rubber Company Co [2.77%]
Citrix Systems, Inc. [2.72%]
Juniper Networks, Inc. Common S [2.66%]
Polypore International Inc Comm [2.65%]

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%]
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)

 

ASTON/Fairpointe Mid Cap N Fund (CHTTX) Related ResourcesSee more information on ASTON/Fairpointe Mid Cap N (CHTTX) Fund

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