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ASTON/LMCG Small Cap Growth Fund Class I (ACWIX)

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+3.34% 3 years+19.14%
3 months+2.02% 5 years--
1 year+5.67% Since inception+10.75%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+12.11%
Expense ratio1.43%1.37%
Risk 5 year sharpe ratio--0.78
Net assets$232.0M$770.2M
Average market cap$2.0B$2.8B
Average P/E24.026.9
Portfolio turnover144%144%

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Fund Management and Purchase Info

Fund familyAston
Fund manager & tenureAndrew Morey / 4 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock98.24%
International stock2.21%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SNCR Synchronoss Technologies Inc5.11%
BID Sotheby's4.05%
INAP Internap Corp3.41%
ABCO Advisory Board Co2.76%
GPI Group 1 Automotive Inc2.69%
CYH Community Health Systems Inc2.62%
TMH TeamHealth Holdings Inc2.49%
CCOI Cogent Communications Holdings Inc2.42%
SUM Summit Materials Inc2.39%
KFY Korn/Ferry International2.36%