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Funds

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Fund Class Ticker Cusip Morningstar Overall Rating & Category
Large Cap
ASTON/Montag & Caldwell Growth N MCGFX 00078H299 3 Stars(1500) Large Growth
  I MCGIX 00078H281 3 Stars(1500) Large Growth
  R MCRGX 00078H414 3 Stars(1500) Large Growth
Fixed Income
ASTON/DoubleLine Core Plus Fixed Income N ADBLX 00080Y561 5 Stars(933) Intermediate-Term Bond
  I ADLIX 00080Y553 5 Stars(933) Intermediate-Term Bond
Global/International
ASTON/Barings International N ABARX 00080Y678 1 Star(678) Foreign Large Blend
  I ABIIX 00080Y785 2 Stars(678) Foreign Large Blend
Balanced
ASTON/Montag & Caldwell Balanced N MOBAX 00078H273 3 Stars(739) Moderate Allocation
  I MOBIX 00078H265 3 Stars(739) Moderate Allocation

[1]

  1. ^For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk- Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating is derived from a weighted-average of the performance figures associated with its three-, five-, and ten-year, (if applicable) Morningstar Rating metrics. Past performance is no guarantee of future results. ©2003 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar Ratings based on Risk Adjusted Returns. The highest or most favorable Morningstar percentile rank is 1 and the lowest percentile rank is 100. The top-performing fund in a category will always receive a rank of 1. Various rating agencies categorize funds differently. Past performance is no guarantee of future results.

Resources

Aston History (212 KB, PDF)
Capabilities Brochure (1 MB, PDF)
Aston Style Box (48 KB, PDF)
Aston Subadvisers (488 KB, PDF)
Sales Map .pdf (2 MB, PDF)

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