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Morningstar Ratings & Rankings

As Of: 3/31/14

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.

Morningstar Rankings (Based on Risk Total Return)
Published: 3/31/14   Overall 1 yr   3 yr   5 yr   10 yr
  Class Rating Rank   Rating Rank   Rating Rank   Rating Rank
Large Cap
ASTON/Cornerstone Large Cap ValueN (RVALX)4 Stars32 3 Stars37 3 Stars68 4 Stars20
 I (AAVIX)3 Stars30 3 Stars32 3 Stars61 N/AN/A
Total # funds in Large Value category 1068   1068   951   626
ASTON/Herndon Large Cap ValueN (AALIX)2 Stars78 2 Stars71 N/AN/A N/AN/A
 I (AHRNX)2 Stars77 2 Stars66 N/AN/A N/AN/A
Total # funds in Large Blend category 1361   1361   N/A   N/A
ASTON/Montag & Caldwell GrowthN (MCGFX)3 Stars98 3 Stars70 2 Stars96 3 Stars62
 I (MCGIX)3 Stars98 3 Stars64 2 Stars94 4 Stars54
 R (MCRGX)3 Stars98 3 Stars75 2 Stars97 3 Stars71
Total # funds in Large Growth category 1491   1491   1305   911
ASTON/TAMRO Diversified EquityN (ATLVX)3 Stars89 2 Stars85 3 Stars60 3 Stars46
 I (ATDEX)N/A88 N/AN/A N/AN/A N/AN/A
Total # funds in Large Growth category 1491   1491   1305   911
Equity Income
ASTON/River Road Dividend All Cap ValueN (ARDEX)3 Stars88 4 Stars45 3 Stars59 N/AN/A
 I (ARIDX)3 Stars87 4 Stars37 3 Stars53 N/AN/A
Total # funds in Large Value category 1068   1068   951   N/A
ASTON/River Road Dividend All Cap Value IIN (ADVTX)N/A90 N/AN/A N/AN/A N/AN/A
 I (ADIVX)N/A88 N/AN/A N/AN/A N/AN/A
Total # funds in Large Value category N/A   N/A   N/A   N/A
Mid Cap
ASTON/Fairpointe Mid CapN (CHTTX)4 Stars5 4 Stars8 5 Stars2 4 Stars1
 I (ABMIX)5 Stars4 4 Stars6 5 Stars1 N/AN/A
Total # funds in Mid-Cap Blend category 338   338   311   192
ASTON/Montag & Caldwell Mid Cap GrowthN (AMCMX)3 Stars89 3 Stars65 3 Stars70 N/AN/A
Total # funds in Mid-Cap Growth category 641   641   556   N/A
Small Cap
ASTON/LMCG Small Cap GrowthN (ACWDX)3 Stars43 3 Stars34 N/AN/A N/AN/A
 I (ACWIX)N/A40 N/AN/A N/AN/A N/AN/A
Total # funds in Small Growth category 633   633   N/A   N/A
ASTON/River Road Independent ValueN (ARIVX)1 Stars99 1 Stars99 N/AN/A N/AN/A
 I (ARVIX)N/A99 N/AN/A N/AN/A N/AN/A
Total # funds in Small Value category 311   311   N/A   N/A
ASTON/River Road Select ValueN (ARSMX)2 Stars98 3 Stars64 1 Stars98 N/AN/A
 I (ARIMX)2 Stars98 3 Stars58 2 Stars96 N/AN/A
Total # funds in Small Blend category 612   612   554   N/A
ASTON/River Road Small Cap ValueN (ARSVX)2 Stars92 3 Stars61 1 Stars98 N/AN/A
 I (ARSIX)2 Stars91 3 Stars57 1 Stars97 N/AN/A
Total # funds in Small Blend category 612   612   554   N/A
ASTON/Silvercrest Small CapN (ASCTX)N/A73 N/AN/A N/AN/A N/AN/A
 I (ACRTX)N/A69 N/AN/A N/AN/A N/AN/A
Total # funds in Small Blend category N/A   N/A   N/A   N/A
ASTON/TAMRO Small CapN (ATASX)2 Stars99 2 Stars90 2 Stars91 3 Stars54
 I (ATSIX)2 Stars99 2 Stars88 2 Stars88 N/AN/A
Total # funds in Small Growth category 633   633   555   373
Fixed Income
ASTON/DoubleLine Core Plus Fixed IncomeN (ADBLX)N/A37 N/AN/A N/AN/A N/AN/A
 I (ADLIX)N/A30 N/AN/A N/AN/A N/AN/A
Total # funds in Intermediate-Term Bond category N/A   N/A   N/A   N/A
ASTON/TCH Fixed IncomeN (CHTBX)4 Stars27 5 Stars11 4 Stars15 4 Stars13
 I (CTBIX)5 Stars24 5 Stars8 4 Stars14 5 Stars9
Total # funds in Intermediate-Term Bond category 942   942   808   581
Alternative
ASTON/Anchor Capital Enhanced EquityN (AMBEX)4 Stars61 3 Stars41 4 Stars40 N/AN/A
 I (AMDSX)3 Stars56 3 Stars40 N/AN/A N/AN/A
Total # funds in Long/Short Equity category 144   144   73   N/A
ASTON/Lake Partners LASSO AlternativesN (ALSNX)4 Stars20 4 Stars26 N/AN/A N/AN/A
 I (ALSOX)4 Stars19 4 Stars23 N/AN/A N/AN/A
Total # funds in Multialternative category 160   160   N/A   N/A
ASTON/River Road Long-ShortN (ARLSX)N/A70 N/AN/A N/AN/A N/AN/A
 I (ALSIX)N/A69 N/AN/A N/AN/A N/AN/A
Total # funds in Long/Short Equity category N/A   N/A   N/A   N/A
Global/International
ASTON/Barings InternationalN (ABARX)2 Stars78 2 Stars78 N/AN/A N/AN/A
 I (ABIIX)2 Stars77 3 Stars74 2 Stars93 N/AN/A
Total # funds in Foreign Large Blend category 701   701   625   N/A
ASTON/LMCG Emerging MarketsN (ALEMX)N/A95 N/AN/A N/AN/A N/AN/A
 I (ALMEX)N/A93 N/AN/A N/AN/A N/AN/A
Total # funds in Diversified Emerging Mkts category N/A   N/A   N/A   N/A
Sector
ASTON/Harrison Street Real EstateN (ARFCX)3 Stars92 3 Stars37 4 Stars25 3 Stars56
 I (AARIX)4 Stars91 3 Stars25 4 Stars19 N/AN/A
Total # funds in Real Estate category 225   225   194   145
Balanced
ASTON/Montag & Caldwell BalancedN (MOBAX)2 Stars90 3 Stars62 1 Stars97 3 Stars73
 I (MOBIX)2 Stars90 3 Stars59 1 Stars95 3 Stars65
Total # funds in Moderate Allocation category 742   742   666   437

Resources

Aston History (228 KB, PDF)
Capabilities Brochure (4 MB, PDF)
Aston Style Box (41 KB, PDF)
Aston Subadvisers (436 KB, PDF)
Sales Map .pdf (2 MB, PDF)

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