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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: $42.20 on 3/2/2015, Change: +0.35 (0.84%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.9 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: B (Score: 0.68)     (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 Jan 30, 2015

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 15.9 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 18.32% vs 16.09% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good Long-term performance (5-year return 15.89% vs 15.65% 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 50.25% vs Mid-Cap Blend average of 66.81%. 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: 1.10% vs 1.16%

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 Jan 30, 2015

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal short-term performance (1-year return 7.75% vs 9.05% Mid-Cap Blend category median performance)
  • 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 13.52 that is higher than category average of 10.92
  • Even though ASTON/Fairpointe Mid Cap N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in ASTON/Fairpointe Mid Cap N Fund (CHTTX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See ASTON/Fairpointe Mid Cap N Fund (CHTTX) performance details as of Jan 30, 2015

 

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 N-3.617.7518.3215.89
Voya Russell Mid Cap Index S2 (IRMTX)-1.6512.7417.5316.76Compare
Forward Total MarketPlus Institutional (ASMCX)-2.5312.2416.0415.21Compare
Bridgeway Aggressive Investors 1 (BRAGX)-3.8713.8621.6816.70Compare

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)-3.77%9.68%14.69%
Rydex Russell Midcap Equal Weig (EWRM)-2.00%9.40%16.84%
FlexShares Mstar US Mkt Factors Tilt ETF (TILT)-3.84%9.31%16.67%
PowerShares Dynamic Market (PWC)-3.05%8.56%19.76%
WisdomTree MidCap Earnings (EZM)-3.08%8.51%17.35%

 

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
01/2015$5.51B
12/2014$5.71B
11/2014$6.12B
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
12/20144.32%95.68%0%0%
09/20144.24%95.75%0%0%
06/20147.99%91.91%0%0.1%
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, 2014
Owens Corning Inc Common Stock [3.37%]
Juniper Networks, Inc. Common S [3.33%]
AGCO Corporation Common Stock [3.24%]
Mattel, Inc. [3.1%]
Cooper Tire & Rubber Company Co [3.08%]
Cree, Inc. [2.98%]
Teradata Corporation Common Sto [2.91%]
Polypore International Inc Comm [2.81%]
Nuance Communications, Inc. [2.71%]
Jabil Circuit, Inc. Common Stoc [2.67%]

Sep 29, 2014
Staples, Inc. [3.7%]
Owens Corning Inc Common Stock [3.28%]
Mattel, Inc. [3.19%]
Juniper Networks, Inc. Common S [3.02%]
Citrix Systems, Inc. [2.95%]
AGCO Corporation Common Stock [2.93%]
Nuance Communications, Inc. [2.86%]
Teradata Corporation Common Sto [2.71%]
Cree, Inc. [2.65%]
FMC Technologies, Inc. Common S [2.61%]

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%]
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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