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ASTON/Montag & Caldwell Growth I (MCGIX) Fund Ranking and Research

Ranking, Research and Recommendation of ASTON/Montag & Caldwell Growth I (MCGIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of ASTON/Montag & Caldwell Growth I Fund (MCGIX) ManagerFund Manager - Ronald E. Canakaris

Fund Manager Information

Fund Manager Tenure: 25.1 years
Similar Funds: MCGFX 
Fund Family: Aston
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Mr. Canakaris joined Montag & Caldwell in 1972 as a portfolio manager and research analyst. In 1973, he became Director of Research, and in 1984 was promoted to President and Chief Investment Officer of the firm. From 1997 through 2005, he held the role of Chief Executive Officer. He was elected Chairman of the Board effective January 1, 2006. In addition to serving on the Board of Directors of Montag & Caldwell, Mr. Canakaris edits its quarterly Economic & Investment Outlook, and he is frequently quoted in the business and investment press. He is a member of the Rotary Club of Atlanta. His professional affiliations include the CFA Institute and the Atlanta Society of Financial Analysts, former Trustee.  Get more insights on Ronald E. Canakaris

 

Graph of ASTON/Montag & Caldwell Growth I Fund (MCGIX) ProfileASTON/Montag & Caldwell Growth I Fund (MCGIX) Profile

Fund Profile and Description

ASTON/Montag & Caldwell Growth I Fund seeks long-term capital appreciation and, secondly, current income. ASTON/Montag & Caldwell Growth I Fund primarily invests in common stocks and convertible securities. The portfolio manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that the portfolio manager believes are growing their near-term earnings at an above average rate. It may invest in foreign securities.

 

ASTON/Montag & Caldwell Growth I (MCGIX) Fund Strength What we like about ASTON/Montag & Caldwell Growth I (MCGIX) Fund

Data for ASTON/Montag & Caldwell Growth I Fund (MCGIX) as of May 30, 2016

  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) management has been with ASTON/Montag & Caldwell Growth I Fund for 25.1 years
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has good short-term performance (1-year return 1.29% vs -1.74% Large Growth category median performance)
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) ratio of up-years vs down years is greater than 2
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has an annual stock turnover rate of 12.11% vs Large Growth average of 50.46%. It is good that ASTON/Montag & Caldwell Growth I management does not trade extensively for its return.
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.53, lower than category average of 12.75
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has a lower expense ratio than its Large Growth average: 0.80% vs 1.17%
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

ASTON/Montag & Caldwell Growth I Fund (MCGIX) Weakness What we are cautious about ASTON/Montag & Caldwell Growth I (MCGIX) Fund

Data for ASTON/Montag & Caldwell Growth I Fund (MCGIX) as of May 30, 2016

  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has a less-than-ideal mid-term performance (3-year return 8.52% vs 10.74% Large Growth category median performance)
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has a less-than-ideal Long-term performance (5-year return 9.75% vs 10.14% Large Growth category median performance)
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) has a Morningstar rating of 3 and below
  • ASTON/Montag & Caldwell Growth I Fund (MCGIX) is less safe compared to its Large Growth peers
See ASTON/Montag & Caldwell Growth I Fund (MCGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare ASTON/Montag & Caldwell Growth I Fund (MCGIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ASTON/Montag & Caldwell Growth I-0.901.298.529.75
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare ASTON/Montag & Caldwell Growth I Fund (MCGIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of ASTON/Montag & Caldwell Growth I Fund (MCGIX) Net Asset TrackingASTON/Montag & Caldwell Growth I (MCGIX) Fund Net Asset

Track net asset change of ASTON/Montag & Caldwell Growth I fund (MCGIX)

DateNet Asset
05/2016$1.42B
03/2016$1.68B
02/2016$1.63B
More historic net asset information on ASTON/Montag & Caldwell Growth I Fund (MCGIX)

  

Graph of ASTON/Montag & Caldwell Growth I Fund (MCGIX) Portfolio TrackingASTON/Montag & Caldwell Growth I (MCGIX) Fund Portfolio Allocation

Track portfolio allocation change of ASTON/Montag & Caldwell Growth I fund (MCGIX)

DateCashStockBondOther
04/20164.97%95.03%0%0%
03/20164.61%95.39%0%0%
01/20167.19%92.81%0%0%
Click here to see more historic asset allocation information on ASTON/Montag & Caldwell Growth I Fund (MCGIX)

 

graph of ASTON/Montag & Caldwell Growth I Fund (MCGIX) Top 10 Position TrackingTop 10 Holdings in ASTON/Montag & Caldwell Growth I (MCGIX) Fund

Discover what ASTON/Montag & Caldwell Growth I Fund (MCGIX) manager is buying

Apr 29, 2016
Pepsico, Inc. Common Stock [4.8%]
Alphabet Inc. [4.52%]
Mondelez International, Inc. [4.32%]
United Parcel Service, Inc. Com [4.15%]
Visa Inc. [4.04%]
Walgreens Boots Alliance, Inc. [3.93%]
Facebook, Inc. [3.86%]
Honeywell International Inc. Co [3.61%]
Dollar Tree, Inc. [3.08%]
Medtronic plc. Ordinary Shares [3.06%]

Mar 30, 2016
Alphabet Inc. [4.77%]
Pepsico, Inc. Common Stock [4.73%]
Walgreens Boots Alliance, Inc. [4.38%]
United Parcel Service, Inc. Com [4.1%]
Visa Inc. [3.94%]
Mondelez International, Inc. [3.88%]
Dollar Tree, Inc. [3.83%]
Facebook, Inc. [3.7%]
Honeywell International Inc. Co [3.5%]
TJX Companies, Inc. (The) Commo [3.07%]

Jan 30, 2016
Alphabet Inc. [4.87%]
Pepsico, Inc. Common Stock [4.73%]
Dollar Tree, Inc. [4.18%]
Allergan plc Ordinary Shares [4.17%]
Walgreens Boots Alliance, Inc. [3.96%]
Visa Inc. [3.9%]
Mondelez International, Inc. [3.73%]
Facebook, Inc. [3.7%]
TJX Companies, Inc. (The) Commo [3.53%]
Thermo Fisher Scientific Inc Co [3.45%]
Click here for Stock Holding Change Map in ASTON/Montag & Caldwell Growth I Fund (MCGIX)

  

Latest News on ASTON/Montag & Caldwell Growth I (MCGIX) Fund

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ASTON/Montag & Caldwell Growth I Fund (MCGIX) Related ResourcesSee more information on ASTON/Montag & Caldwell Growth I (MCGIX) Fund

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