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ASTON/LMCG Small Cap Growth Fund Class N (ACWDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. The managers define a small-cap company as one with a market capitalization below $5 billion at the time of acquisition. The fund may also invest in real estate investment trusts ("REITs"), exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), foreign securities through depositary receipts, and mid-cap stocks, including companies with a market capitalization up to $10 billion at the time of acquisition.


1 month-6.74% 3 years+20.05%
3 months-3.61% 5 years--
1 year+10.20% Since inception+17.02%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+17.65%
Expense ratio1.68%1.37%
Risk 5 year sharpe ratio--0.99
Net assets$204.6M$840.8M
Average market cap$2.2B$3.0B
Average P/E31.329.8
Portfolio turnover144%144%

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Fund Management and Purchase Info

Fund familyAston
Fund manager & tenureAndrew Morey / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock90.71%
International stock2.82%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.31%
Consumer goods 13.43%
Business service 13.17%
Telecommunication 9.39%
Consumer service 7.57%
Top 10 Holdings
Portfolio weighting
SNCR Synchronoss Technologies Inc4.97%
TRAK Dealertrack Technologies Inc4.06%
USG USG Corp2.92%
INAP Internap Corp2.88%
ATHN athenahealth Inc2.84%
GPI Group 1 Automotive Inc2.55%
ABCO Advisory Board Co2.49%
BLDR Builders FirstSource Inc2.48%
BID Sotheby's2.47%
WNS WNS (Holdings) Ltd2.34%

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