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Mutual Fund Insights: Aston/Montag & Caldwell Growth N Fund (MCGFX)

In-depth Analysis of Aston/Montag & Caldwell Growth N Fund (MCGFX)

Mutual fund chart: Aston/Montag & Caldwell Growth N Fund (MCGFX)

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See Aston/Montag & Caldwell Growth N Fund (MCGFX) performance details as of February 28, 2010

  

    Last Trade: $22.98 on 3/19/2010, Change: -0.16 (-0.69%)
Experiment our closing price forecasting tool for Aston/Montag & Caldwell Growth N Fund (MCGFX) (alpha release)

  

Fund Manager - Ronald E. Canakaris

Fund Manager Tenure: 15.4 years   [Similar Funds: MCGIX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Canakaris is a portfolio manager, president, cheif executive officer and cheif investment officer of Montag & Caldwell, which he joined in 1972. He was elected chairman of the Board effective 1/1/06. Canakaris edits the firm's economic & investment outlook and is frequently quoted in the business & investment press. He is a member of Rotary Club of Atlanta. Canakaris holds the Chartered Financial Analyst designation.  Get more insights on Ronald E. Canakaris

  

What we like about Aston/Montag & Caldwell Growth N Fund (MCGFX) What we like about Aston/Montag & Caldwell Growth N Fund (MCGFX)

Data for Aston/Montag & Caldwell Growth N Fund (MCGFX) as of February 28, 2010

  • Aston/Montag & Caldwell Growth N Fund (MCGFX) management has been with Aston/Montag & Caldwell Growth N Fund for 15.4 years
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has good mid-term performance (3-year return 1.65% vs -3.50 % Large Growth category average)
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has good Long-term performance (5-year return 3.46% vs 1.34 % Large Growth category average)
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) ratio of up-years vs down years is greater than 2
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has a Morningstar rating of 4 and above
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has an annual stock turnover rate of 35.09% vs Large Growth average of 109.62%. It is good that Aston/Montag & Caldwell Growth N management does not trade extensively for its return.
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.42, lower than category average of 21.35
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has a lower management fee than its Large Growth average: 1.11% vs 1.33%

  

What we are cautious about Aston/Montag & Caldwell Growth N Fund (MCGFX) What we are cautious about Aston/Montag & Caldwell Growth N Fund (MCGFX)

Data for Aston/Montag & Caldwell Growth N Fund (MCGFX) as of February 28, 2010

  • Aston/Montag & Caldwell Growth N Fund is a focused fund with 42.72% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Aston/Montag & Caldwell Growth N Fund (MCGFX) has a less-than-ideal short-term performance (1-year return 46.11% vs 51.46 % Large Growth category average)
  • Even though Aston/Montag & Caldwell Growth N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Aston/Montag & Caldwell Growth N Fund (MCGFX) performance details as of February 28, 2010

  

  

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Aston/Montag & Caldwell Growth N Fund (MCGFX) Net Asset

Track net asset change of Aston/Montag & Caldwell Growth N fund (MCGFX)

DateNet Asset
02/2010$2.77B
01/2010$1.42B
11/2009$1.38B
More historic net asset information on Aston/Montag & Caldwell Growth N Fund (MCGFX)

  

Aston/Montag & Caldwell Growth N Fund (MCGFX) Portfolio Allocation

Track portfolio allocation change of Aston/Montag & Caldwell Growth N fund (MCGFX)

DateCashStockBondOther
01/20101.96%98.04%0%0%
10/20093.65%96.35%0%0%
09/20093.65%96.35%0%0%
Click here to see more historic asset allocation information on Aston/Montag & Caldwell Growth N Fund (MCGFX)

  

Most Recent Top 10 Holdings in Aston/Montag & Caldwell Growth N Fund (MCGFX)

Discover what Aston/Montag & Caldwell Growth N Fund (MCGFX) manager is buying

31-Jan-10
Abbott Laboratories Common Stoc [4.52%]
Hewlett-Packard Company Common [4.5%]
Wal-Mart Stores, Inc. Common St [4.42%]
Apple Inc. [4.33%]
Merck & Company, Inc. Common St [4.33%]
Coca-Cola Company (The) Common [4.3%]
Google Inc. [4.18%]
Pepsico, Inc. Common Stock [4.14%]
QUALCOMM Incorporated [3.8%]

31-Oct-09
Apple Inc. [4.89%]
Google Inc. [4.76%]
HEWLETT PACKARD CO [4.58%]
COCA COLA CO THE [4.43%]
VISA INC. [4.33%]
ABBOTT LABORATORIES [4.3%]
Schering-Plough Corporation [4.2%]
MCDONALDS CP [4.07%]
PEPSICO INC [4%]
SCHLUMBERGER LTD [3.89%]

30-Sep-09
Apple Inc. [4.69%]
HEWLETT PACKARD CO [4.54%]
COCA COLA CO THE [4.45%]
Google Inc. [4.27%]
ABBOTT LABORATORIES [4.2%]
Schering-Plough Corporation [4.2%]
QUALCOMM Incorporated [4.13%]
SCHLUMBERGER LTD [4.01%]
The Charles Schwab Corporation [3.95%]
VISA INC. [3.94%]
Click here for Stock Holding Change Map in Aston/Montag & Caldwell Growth N Fund (MCGFX)

  

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