| 9.69 Net Asset Value | -1.12% 1 Day | +16.89% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.19% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -1.42% | 3 years | +16.02% | |
| 3 months | +4.42% | 5 years | +7.00% | |
| 1 year | +27.70% | Since inception | +4.46% |
| ARIMX | Category | |
|---|---|---|
| Performance 5-yr return | +7.00% | +7.67% |
| Expense ratio | 1.19% | 1.34% |
| Risk 5 year sharpe ratio | 0.45 | 0.38 |
| Net assets | $209.0M | $764.6M |
| Average market cap | $1.5B | $2.0B |
| Average P/E | 16.2 | 17.8 |
| Portfolio turnover | 39% | 39% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Aston |
| Fund manager & tenure | James Shircliff / 6 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 29.12% |
| Financial service | 19.85% |
| Business service | 19.76% |
| Consumer goods | 8.28% |
| Healthcare | 7.98% |
| HTSI Harris Teeter Supermarkets Inc | 4.26% |
| WTM White Mountains Insurance Group Ltd. | 3.82% |
| DST DST Systems, Inc. | 3.33% |
| BIG Big Lots, Inc. | 3.30% |
| NSR NeuStar, Inc. | 2.62% |
| RCII Rent-A-Center, Inc. | 2.48% |
| GEO Geo Group, Inc. | 2.36% |
| UNF UniFirst Corporation | 2.35% |
| OMI Owens & Minor, Inc. | 2.28% |
| BOBE Bob Evans Farms, Inc. | 2.27% |
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