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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: $45.40 on 10/24/2014, Change: +0.25 (0.55%)

 

Graph of ASTON/Fairpointe Mid Cap N Fund (CHTTX) ManagerFund Manager - Marie L. Lorden

Fund Manager Information

Fund Manager Tenure: 5.7 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Honorable Mentioning: US News (2011),
Ms. Marie L. Lorden, Partner and Portfolio Manager of Fairpointe Capital LLC. Ms. Lorden co-founded Fairpointe May 1, 2011 and is responsible for research and portfolio management of the firms' mutual funds and institutional client accounts. Most recently (2003-2011), she served as Portfolio Manager/Analyst at Optimum Investment Advisors. Her prior experience includes eight years specializing in equity product analysis with Zurich Insurance Group, Driehaus Capital Management, and The Burridge Group. Ms. Lorden received her BS from Elmhurst College and her MBA from Keller Graduate School of Management.  Get more insights on Marie L. Lorden

 

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 Sep 29, 2014

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 5.7 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good short-term performance (1-year return 14.79% vs 12.71% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 27.50% vs 22.40% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good Long-term performance (5-year return 17.84% vs 15.41% 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 Sep 29, 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 16.19 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 Sep 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 N5.1214.7927.5017.84
Forward Total MarketPlus Institutional (ASMCX)6.1516.8722.9815.13Compare
Dreyfus Opportunistic Midcap Value A (DMCVX)1.9713.1725.6116.49Compare
Fidelity Advisor Leveraged Co Stk A (FLSAX)4.7713.8428.5616.56Compare

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
Vanguard Extended Market Index ETF (VXF)1.09%9.61%23.53%
Schwab U.S. Mid-Cap ETF (SCHM)9.22%24.97%21.34%
PowerShares Dynamic Market (PWC)5.99%19.59%26.56%
iShares Morningstar Mid Core Index (JKG)8.57%18.71%24.53%
Rydex Russell 1000 Equal Weight (EWRI)7.06%16.83%23.48%

 

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
09/2014$6.18B
08/2014$6.18B
07/2014$5.93B
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

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