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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
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Last Trade: $ on , Change: (0%)
Fund Manager - Ronald E. Canakaris
Fund Manager Information
Fund Manager Tenure: 25.7 yearsSimilar 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
ASTON/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.
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 25.7 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
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
What do you think?
Compare with other top Large Growth category mutual funds
Aadditional top Large Growth mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| ASTON/Montag & Caldwell Growth I | -0.90 | 1.29 | 8.52 | 9.75 | |
| American Funds AMCAP R6 (RAFGX) | 3.59 | -1.13 | 11.82 | 11.94 | Compare |
| AB Core Opportunities Advisor (ADGYX) | 1.54 | 3.36 | 12.04 | 12.15 | Compare |
| Eaton Vance Growth R (ELCRX) | -0.28 | 0.10 | 13.00 | 10.73 | Compare |
See top fund managers for Large Growth Category Funds
Compare with Large Growth category ETFs
Some Large Growth ETFs for your consideration
| ETF | Year to Date | One Year | Three 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% |
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ASTON/Montag & Caldwell Growth I (MCGIX) Fund Net Asset
Track net asset change of ASTON/Montag & Caldwell Growth I fund (MCGIX)
| Date | Net Asset |
| 05/2016 | $1.42B |
| 03/2016 | $1.68B |
| 02/2016 | $1.63B |
ASTON/Montag & Caldwell Growth I (MCGIX) Fund Portfolio Allocation
Track portfolio allocation change of ASTON/Montag & Caldwell Growth I fund (MCGIX)
| Date | Cash | Stock | Bond | Other |
| 04/2016 | 4.97% | 95.03% | 0% | 0% |
| 03/2016 | 4.61% | 95.39% | 0% | 0% |
| 01/2016 | 7.19% | 92.81% | 0% | 0% |
Top 10 Holdings in ASTON/Montag & Caldwell Growth I (MCGIX) Fund
Discover what ASTON/Montag & Caldwell Growth I Fund (MCGIX) manager is buying
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%] | 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%] | 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%] |
Latest News on ASTON/Montag & Caldwell Growth I (MCGIX) Fund
See what is happening with ASTON/Montag & Caldwell Growth I Fund (MCGIX)
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See more information on ASTON/Montag & Caldwell Growth I (MCGIX) Fund
Popular pages on ASTON/Montag & Caldwell Growth I (MCGIX) Fund
- ASTON/Montag & Caldwell Growth I (MCGIX) Fund Research and Recommendation
- ASTON/Montag & Caldwell Growth I (MCGIX) Fund Performance Data
- ASTON/Montag & Caldwell Growth I (MCGIX) Fund Manager Information
- Historic ASTON/Montag & Caldwell Growth I (MCGIX) Fund Asset Allocation Report
- Historic ASTON/Montag & Caldwell Growth I (MCGIX) Fund Top 10 Holding Tracking
- Historic ASTON/Montag & Caldwell Growth I (MCGIX) Fund Asset Under Management Tracking
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