Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Ray Kim

NEWPORT BEACH, CA
(866) 360-0049
More Details

Historical Analysis

Partners

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

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

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

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

    Last Trade: $45.65 on 10/1/2014, Change: -0.57 (-1.23%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.3 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Aug 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.83)     (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 Aug 30, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 15.3 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good short-term performance (1-year return 28.73% vs 22.54% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 25.12% vs 19.69% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good Long-term performance (5-year return 21.55% vs 17.63% 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
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has an annual stock turnover rate of 36.98% vs Mid-Cap Blend average of 50.59%. 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 Aug 30, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.31 that is higher than category average of 14.56
  • 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 Aug 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 N11.8328.7325.1221.55
Dreyfus Opportunistic Midcap Value A (DMCVX)7.4425.3222.7519.21Compare
Fidelity Advisor Leveraged Co Stk A (FLSAX)10.2925.3924.2219.40Compare
First Eagle Fund of America A (FEFAX)10.3826.4520.7118.60Compare

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)12.39%32.48%19.79%
iShares Morningstar Mid Core Index (JKG)11.73%27.96%21.99%
PowerShares Dynamic Market (PWC)8.40%27.84%23.00%
Rydex Russell Midcap Equal Weig (EWRM)10.99%25.47%20.84%
WisdomTree MidCap Earnings (EZM)7.32%25.37%22.42%

 

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
08/2014$6.18B
07/2014$5.93B
06/2014$6.03B
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
06/20147.99%91.91%0%0.1%
03/20143.17%96.83%0%0%
12/20133.41%96.59%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

Jun 29, 2014
Nuance Communications, Inc. [3.18%]
Owens Corning Inc Common Stock [3.17%]
Staples, Inc. [3.07%]
Cooper Tire & Rubber Company Co [3.01%]
Polypore International Inc Comm [2.99%]
AGCO Corporation Common Stock [2.99%]
FMC Technologies, Inc. Common S [2.88%]
Citrix Systems, Inc. [2.82%]
Juniper Networks, Inc. Common S [2.81%]
United States Steel Corporation [2.74%]

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%]
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

Popular pages on ASTON/Fairpointe Mid Cap N (CHTTX) Fund