Morningstar Ratings & Rankings
As Of: 4/30/12
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)
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: 4/30/12 | Overall | 1 yr | 3 yr | 5 yr | 10 yr | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Class | Rating | Rank | Rating | Rank | Rating | Rank | Rating | Rank | ||||
| Large Cap Domestic Equity Funds | ||||||||||||
| ASTON/Montag & Caldwell Growth Fund | N (MCGFX) | 3 Stars | 19 | 2 Stars | 88 | 5 Stars | 18 | 3 Stars | 64 | |||
| ASTON/Veredus Select Growth Fund | N (AVSGX) | 2 Stars | 99 | 1 Stars | 98 | 1 Stars | 96 | 2 Stars | 65 | |||
| I (AVISX) | 1 Stars | 99 | 1 Stars | 98 | 1 Stars | 95 | N/A | N/A | ||||
| ASTON/TAMRO Diversified Equity Fund | N (ATLVX) | 3 Stars | 80 | 3 Stars | 57 | 3 Stars | 45 | 4 Stars | 23 | |||
| ASTON/Cornerstone Large Cap Value Fund | N (RVALX) | 4 Stars | 20 | 3 Stars | 52 | 4 Stars | 25 | 4 Stars | 16 | |||
| I (AAVIX) | 4 Stars | 18 | 3 Stars | 47 | 4 Stars | 22 | N/A | N/A | ||||
| Domestic Equity Income Funds | ||||||||||||
| ASTON/River Road Dividend All Cap Value Fund | N (ARDEX) | 4 Stars | 9 | 3 Stars | 80 | 5 Stars | 26 | N/A | N/A | |||
| Mid Cap Domestic Equity Funds | ||||||||||||
| ASTON/Fairpointe Mid Cap Fund | N (CHTTX) | 4 Stars | 71 | 4 Stars | 11 | 4 Stars | 8 | 3 Stars | 10 | |||
| I (ABMIX) | 4 Stars | 70 | 4 Stars | 10 | 4 Stars | 6 | N/A | N/A | ||||
| ASTON/Montag & Caldwell Mid Cap Growth Fund | N (AMCMX) | 4 Stars | 14 | 4 Stars | 29 | N/A | N/A | N/A | N/A | |||
| ASTON/Cardinal Mid Cap Value Fund | N (ACDMX) | 3 Stars | 49 | 3 Stars | 81 | N/A | N/A | N/A | N/A | |||
| Small Cap Domestic Equity Funds | ||||||||||||
| ASTON/Veredus Small Cap Growth | N (VERDX) | 1 Stars | 98 | 1 Stars | 75 | 1 Stars | 90 | 1 Stars | 99 | |||
| ASTON/TAMRO Small Cap Fund | N (ATASX) | 4 Stars | 41 | 3 Stars | 63 | 4 Stars | 30 | 5 Stars | 5 | |||
| I (ATSIX) | 4 Stars | 39 | 3 Stars | 59 | 4 Stars | 27 | N/A | N/A | ||||
| ASTON/River Road Select Value Fund | N (ARSMX) | 3 Stars | 4 | 2 Stars | 95 | 4 Stars | 57 | N/A | N/A | |||
| ASTON/River Road Small Cap Value Fund | N (ARSVX) | 2 Stars | 14 | 1 Stars | 98 | 3 Stars | 84 | N/A | N/A | |||
| I (ARSIX) | 2 Stars | 13 | 1 Stars | 98 | 3 Stars | 82 | N/A | N/A | ||||
| Global/International Funds | ||||||||||||
| ASTON/Barings International Fund | I (ABIIX) | 3 Stars | 9 | 3 Stars | 47 | N/A | N/A | N/A | N/A | |||
| ASTON/Neptune International Fund | N (ANINX) | 3 Stars | 77 | 3 Stars | 57 | N/A | N/A | N/A | N/A | |||
| I (ANIIX) | 3 Stars | 75 | 3 Stars | 53 | N/A | N/A | N/A | N/A | ||||
| Alternative Funds | ||||||||||||
| ASTON/Lake Partners LASSO Alternatives Fund | I (ALSOX) | 4 Stars | 34 | 4 Stars | 36 | N/A | N/A | N/A | N/A | |||
| ASTON Dynamic Allocation Fund | N (ASENX) | 1 Stars | 97 | 1 Stars | 98 | N/A | N/A | N/A | N/A | |||
| ASTON/M.D. Sass Enhanced Equity Fund | N (AMBEX) | 4 Stars | 7 | 4 Stars | 17 | N/A | N/A | N/A | N/A | |||
| Sector Funds | ||||||||||||
| ASTON/Harrison Street Real Estate Fund | N (ARFCX) | 3 Stars | 43 | 4 Stars | 21 | 3 Stars | 75 | 3 Stars | 46 | |||
| I (AARIX) | 3 Stars | 40 | 4 Stars | 18 | 3 Stars | 70 | N/A | N/A | ||||
| Balanced Funds | ||||||||||||
| ASTON/Montag & Caldwell Balanced Fund | N (MOBAX) | 3 Stars | 5 | 2 Stars | 88 | 5 Stars | 3 | 3 Stars | 73 | |||
| Fixed Income Funds | ||||||||||||
| ASTON/TCH Fixed Income Fund | N (CHTBX) | 4 Stars | 35 | 4 Stars | 24 | 4 Stars | 20 | 4 Stars | 30 | |||
| I (CTBIX) | 4 Stars | 24 | 4 Stars | 22 | 4 Stars | 15 | 4 Stars | 21 | ||||
Resources
Aston History (228 KB, PDF)
Capabilities Brochure (7 MB, PDF)
Aston Style Box (105 KB, PDF)
Aston Subadvisers (812 KB, PDF)
Sales Map .pdf (3 MB, PDF)
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