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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: $36.56 on 8/31/2015, Change: -0.09 (-0.25%)

 

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

Fund Manager Information

Fund Manager Tenure: 16.4 years
Fund Family: Aston
Fund Category: Mid-Cap Blend
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: C (Score: 0.58)     (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 Jul 30, 2015

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) management has been with ASTON/Fairpointe Mid Cap N Fund for 16.4 years
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has good mid-term performance (3-year return 19.23% vs 18.10% 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 52.46%. 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 Jul 30, 2015

  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal short-term performance (1-year return -2.04% vs 9.37% Mid-Cap Blend category median performance)
  • ASTON/Fairpointe Mid Cap N Fund (CHTTX) has a less-than-ideal Long-term performance (5-year return 14.87% vs 15.09% 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 12.52 that is higher than category average of 10.11
  • 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 Jul 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-3.54-2.0419.2314.87
Ariel Fund Investor (ARGFX)3.2012.2424.2616.45Compare
Transamerica Partners Instl Mid Value (DIMVX)3.4711.8418.6716.30Compare
Dreyfus Active MidCap A (DNLDX)5.8116.5921.8116.39Compare

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
Guggenheim Mid-Cap Core ETF (CZA)4.75%9.89%18.42%
PowerShares Dynamic Market ETF (PWC)4.25%9.28%19.74%
FlexShares Mstar US Mkt Factors Tilt ETF (TILT)1.55%9.09%17.48%
WisdomTree MidCap Earnings ETF (EZM)2.65%8.80%20.66%
First Trust Value Line 100 ETF ETF (FVL)4.56%8.66%20.00%

 

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
07/2015$5.13B
05/2015$5.71B
04/2015$5.75B
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
06/20153.15%96.85%0%0%
03/20153.79%96.21%0%0%
12/20144.32%95.68%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, 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%]

Mar 30, 2015
Owens Corning Inc Common Stock [3.65%]
AGCO Corporation Common Stock [3.2%]
Teradata Corporation Common Sto [3.19%]
Juniper Networks, Inc. Common S [3.16%]
Cree, Inc. [2.93%]
United States Steel Corporation [2.9%]
Mattel, Inc. [2.86%]
FMC Technologies, Inc. Common S [2.73%]
Nuance Communications, Inc. [2.7%]
FMC Corporation Common Stock [2.66%]

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%]
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

  

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