Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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. 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-13.88% 3 years+2.49%
3 months-25.24% 5 years--
1 year-27.43% Since inception+6.15%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+9.40%
Expense ratio1.43%1.35%
Risk 5 year sharpe ratio0.480.49
Net assets$174.0M$756.9M
Average market cap$2.0B$2.8B
Average P/E21.924.3
Portfolio turnover79%79%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAston
Fund manager & tenureAndrew Morey / 5 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock98.07%
International stock2.19%
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 Inc5.29%
INAP Internap Corp3.40%
ABCO Advisory Board Co3.38%
PINC Premier Inc3.07%
NXST Nexstar Broadcasting Group Inc3.00%
CCOI Cogent Communications Holdings Inc2.96%
CYH Community Health Systems Inc2.70%
PRAA PRA Group Inc2.55%
GPI Group 1 Automotive Inc2.53%
SUM Summit Materials Inc2.49%

Partner Offers