| 41.11 Net Asset Value | +0.46% 1 Day | +23.12% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.11% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +10.84% | 3 years | +18.94% | |
| 3 months | +12.48% | 5 years | +8.63% | |
| 1 year | +45.04% | Since inception | +12.51% |
| CHTTX | Category | |
|---|---|---|
| Performance 5-yr return | +8.63% | +6.81% |
| Expense ratio | 1.11% | 1.27% |
| Risk 5 year sharpe ratio | 0.43 | 0.35 |
| Net assets | $3.7B | $1.4B |
| Average market cap | $4.6B | $6.2B |
| Average P/E | 16.4 | 18.1 |
| Portfolio turnover | 28% | 28% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Aston |
| Fund manager & tenure | Thyra Zerhusen / 13 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 17.51% |
| Media | 16.57% |
| Business service | 14.87% |
| Hardware | 10.19% |
| Industrial materials | 9.06% |
| BSX Boston Scientific, Inc. | 4.37% |
| DV DeVry, Inc. | 3.87% |
| HSP Hospira, Inc. | 3.81% |
| SPLS Staples, Inc. | 3.57% |
| NYT New York Times Company Class A | 3.10% |
| ITRI Itron Inc. | 3.03% |
| LUV Southwest Airlines Co | 2.80% |
| GCI Gannett Co Inc | 2.74% |
| IPG Interpublic Group of Cos Inc | 2.69% |
| CREE Cree, Inc. | 2.64% |
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