Aston Growth I
120 N. Lasalle Street, 25th Floor Chicago IL 60602
Map
Phone: 800-992-8151
| Category: | Large Growth | | Fund Family: | Aston | | Net Assets: | 125.74M | | Year-to-Date Return: | -29.57% | | Yield: | 0.27% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-00 |
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Ronald E. Canakaris
Lead Manager since
01-Jan-08 | | | Canakaris is a portfolio manager, president, cheif executive officer and cheif investment officer of Montag & Caldwell, which he joined in 1972. He was elected chairman of the Board effective 1 1 06. Canakaris edits the firms economic & investment outlook and is frequently quoted in the business & investment press. He is a member of Rotary Club of Atlanta. Canakaris holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term total return through a combination of capital appreciation and current income. The fund invests primarily in common stocks and convertible securities. It may invest in American Depositary Receipts ("ADRs") and foreign securities. |
| Last Dividend
(14-Dec-07):
| 0.05 | | Last Cap Gain
(14-Dec-07):
| 5.63 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 97.51% |
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| Expense | CTGIX | Category
Avg | | Total Expense Ratio: | 0.83%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$268 | $615 | | 5 Yr Expense Projection*: |
$466 | $944 | | 10 Yr Expense Projection*: |
$1,037 | $1,866 |
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6.54% Nasdaq 
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