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
Above Average
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. It defines a small-cap company as one with a market capitalization below $3 billion at the time of acquisition. The fund may also invest in mid-cap stocks, including companies with a market capitalization up to $10 billion at the time of acquisition.


1 month+2.77% 3 years+21.38%
3 months+2.12% 5 years--
1 year+13.01% Since inception+13.16%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+19.88%
Expense ratio1.79%1.41%
Risk 5 year sharpe ratio--0.98
Net assets$41.1M$806.8M
Average market cap$1.7B$2.8B
Average P/E25.525.4
Portfolio turnover186%186%

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Fund Management and Purchase Info

Fund familyAston
Fund manager & tenureAndrew Morey / 3 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock93.44%
International stock3.79%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
INAP Internap Network Services Corp4.48%
SNCR Synchronoss Technologies Inc4.30%
PRXL Parexel International Corp3.81%
CYH Community Health Systems Inc3.50%
SEAS SeaWorld Entertainment Inc3.14%
CATM Cardtronics Inc3.12%
KFRC Kforce Inc3.07%
HPY Heartland Payment Systems Inc3.05%
RRGB Red Robin Gourmet Burgers Inc2.99%
BID Sothebys Class A2.86%

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