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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-4.16% 3 years+17.53%
3 months-8.28% 5 years--
1 year+12.01% Since inception+9.86%
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$216.3M$770.2M
Average market cap$2.1B$2.8B
Average P/E26.926.5
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. stock91.65%
International stock2.46%
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 Inc4.00%
-- 3.82%
BID Sotheby's3.82%
INAP Internap Corp3.01%
CYH Community Health Systems Inc2.73%
USG USG Corp2.67%
ATHN athenahealth Inc2.51%
ABCO Advisory Board Co2.49%
SUM Summit Materials Inc2.34%
BLDR Builders FirstSource Inc2.27%

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