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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: $30.25 on 2/9/2016, Change: -0.18 (-0.59%)

 

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

Fund Manager Information

Fund Manager Tenure: 16.9 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (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, 2016

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 16.9 years
  • 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 an annual stock turnover rate of 31.75% vs Mid-Cap Blend average of 57.72%. 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 1.15%

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, 2016

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal short-term performance (1-year return -15.40% vs -7.49% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal mid-term performance (3-year return 6.00% vs 7.31% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal Long-term performance (5-year return 6.83% vs 7.67% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a Morningstar rating of 3 and below
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is less safe compared to its Mid-Cap Blend peers
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) does not have a good risk adjusted return as its 3-year Alpha of -6.83 is worse than category average of -2.75, and its 3-year Sharpe ratio is 0.46
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.92 that is higher than category average of 11.71
  • 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, 2016

 

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-9.03-15.406.006.83
VY JPMorgan Mid Cap Value S2 (IJPMX)-4.73-5.769.7110.91Compare
Transamerica Partners Instl Mid Value (DIMVX)-3.87-2.1510.6710.30Compare
Dreyfus Active MidCap I (DNLRX)-6.10-2.8811.4610.42Compare

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 ETF (VXF)-8.71%-9.94%7.14%
Guggenheim Insider Sentiment ETF (NFO)-8.53%-8.12%5.62%
iShares Russell Mid-Cap (IWR)-6.55%-7.62%9.01%
WisdomTree MidCap Earnings ETF (EZM)-5.90%-7.54%8.43%
Vanguard Mid-Cap ETF (VO)-7.61%-6.99%9.52%

 

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
01/2016$3.70B
12/2015$4.18B
11/2015$4.61B
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
12/20151.22%98.79%0%0%
09/20150.04%99.96%0%0%
06/20153.15%96.85%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

Dec 30, 2015
Mattel, Inc. [4.49%]
Juniper Networks, Inc. Common S [3.98%]
New York Times Company (The) Co [3.29%]
Cree, Inc. [3.24%]
Raymond James Financial, Inc. C [3.22%]
Owens Corning Inc Common Stock [3.1%]
Teradata Corporation Common Sto [3.04%]
Alcoa Inc. Common Stock [3%]
Copa Holdings, S.A. Copa Holdin [2.96%]
Jabil Circuit, Inc. Common Stoc [2.93%]

Sep 29, 2015
Mattel, Inc. [3.89%]
Juniper Networks, Inc. Common S [3.67%]
Cree, Inc. [3.46%]
Teradata Corporation Common Sto [3.42%]
FMC Technologies, Inc. Common S [3.22%]
Con-way Inc [3.12%]
Alcoa Inc. Common Stock [3.11%]
Owens Corning Inc Common Stock [2.99%]
Nuance Communications, Inc. [2.92%]
AGCO Corporation Common Stock [2.91%]

Jun 29, 2015
Mattel, Inc. [3.49%]
Juniper Networks, Inc. Common S [3.47%]
AGCO Corporation Common Stock [3.39%]
FMC Technologies, Inc. Common S [3.35%]
Owens Corning Inc Common Stock [3.17%]
Teradata Corporation Common Sto [3.12%]
FMC Corporation Common Stock [3.08%]
United States Steel Corporation [3.03%]
Cree, Inc. [2.95%]
Nuance Communications, Inc. [2.95%]
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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