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Morningstar Ratings & Rankings

As Of: 6/30/14

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: 6/30/14   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)3 Stars69 3 Stars60 2 Stars76 4 Stars27
 I (AAVIX)2 Stars63 3 Stars56 2 Stars72 N/AN/A
Total # funds in Large Value category 1073   1073   952   620
ASTON/Herndon Large Cap ValueN (AALIX)2 Stars76 2 Stars86 N/AN/A N/AN/A
 I (AHRNX)2 Stars72 2 Stars84 N/AN/A N/AN/A
Total # funds in Large Blend category 1338   1338   N/A   N/A
ASTON/Montag & Caldwell GrowthN (MCGFX)3 Stars96 3 Stars70 2 Stars94 3 Stars67
 I (MCGIX)3 Stars96 3 Stars66 2 Stars92 3 Stars58
 R (MCRGX)3 Stars96 3 Stars75 2 Stars96 3 Stars73
Total # funds in Large Growth category 1500   1500   1316   910
ASTON/TAMRO Diversified EquityN (ATLVX)3 Stars66 3 Stars71 3 Stars55 3 Stars46
 I (ATDEX)N/A63 N/AN/A N/AN/A N/AN/A
Total # funds in Large Growth category 1500   1500   1316   910
Equity Income
ASTON/River Road Dividend All Cap ValueN (ARDEX)4 Stars94 3 Stars63 4 Stars33 N/AN/A
 I (ARIDX)4 Stars93 3 Stars58 4 Stars26 N/AN/A
Total # funds in Large Value category 1073   1073   952   N/A
ASTON/River Road Dividend All Cap Value IIN (ADVTX)N/A94 N/AN/A N/AN/A N/AN/A
 I (ADIVX)N/A94 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)5 Stars10 5 Stars5 5 Stars3 4 Stars4
 I (ABMIX)5 Stars9 5 Stars5 5 Stars3 N/AN/A
Total # funds in Mid-Cap Blend category 330   330   313   189
ASTON/Montag & Caldwell Mid Cap GrowthN (AMCMX)3 Stars97 2 Stars86 3 Stars78 N/AN/A
Total # funds in Mid-Cap Growth category 635   635   574   N/A
Small Cap
ASTON/LMCG Small Cap GrowthN (ACWDX)3 Stars69 3 Stars47 N/AN/A N/AN/A
 I (ACWIX)3 Stars68 3 Stars43 N/AN/A N/AN/A
Total # funds in Small Growth category 642   642   N/A   N/A
ASTON/River Road Independent ValueN (ARIVX)1 Stars99 1 Stars99 N/AN/A N/AN/A
 I (ARVIX)1 Stars99 1 Stars99 N/AN/A N/AN/A
Total # funds in Small Value category 332   332   N/A   N/A
ASTON/River Road Select ValueN (ARSMX)2 Stars99 3 Stars65 2 Stars94 N/AN/A
 I (ARIMX)2 Stars99 3 Stars59 2 Stars93 N/AN/A
Total # funds in Small Blend category 596   596   545   N/A
ASTON/River Road Small Cap ValueN (ARSVX)2 Stars98 3 Stars74 1 Stars97 N/AN/A
 I (ARSIX)2 Stars98 3 Stars70 1 Stars97 N/AN/A
Total # funds in Small Blend category 596   596   545   N/A
ASTON/Silvercrest Small CapN (ASCTX)N/A58 N/AN/A N/AN/A N/AN/A
 I (ACRTX)N/A54 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 Stars92 2 Stars87 3 Stars51
 I (ATSIX)2 Stars99 2 Stars91 2 Stars83 N/AN/A
Total # funds in Small Growth category 642   642   559   377
Fixed Income
ASTON/DoubleLine Core Plus Fixed IncomeN (ADBLX)N/A15 N/AN/A N/AN/A N/AN/A
 I (ADLIX)N/A12 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 Stars13 5 Stars8 4 Stars15 4 Stars11
 I (CTBIX)5 Stars9 5 Stars6 4 Stars12 5 Stars8
Total # funds in Intermediate-Term Bond category 931   931   797   576
Alternative
ASTON/Anchor Capital Enhanced EquityN (AMBEX)3 Stars77 3 Stars45 3 Stars51 N/AN/A
 I (AMDSX)3 Stars76 3 Stars41 N/AN/A N/AN/A
Total # funds in Long/Short Equity category 146   146   76   N/A
ASTON/Lake Partners LASSO AlternativesN (ALSNX)4 Stars42 4 Stars22 N/AN/A N/AN/A
 I (ALSOX)4 Stars38 4 Stars19 4 Stars35 N/AN/A
Total # funds in Multialternative category 189   189   115   N/A
ASTON/River Road Long-ShortN (ARLSX)4 Stars73 4 Stars36 N/AN/A N/AN/A
 I (ALSIX)N/A70 N/AN/A N/AN/A N/AN/A
Total # funds in Long/Short Equity category 146   146   N/A   N/A
Global/International
ASTON/Barings InternationalN (ABARX)2 Stars96 2 Stars82 N/AN/A N/AN/A
 I (ABIIX)2 Stars96 3 Stars77 2 Stars89 N/AN/A
Total # funds in Foreign Large Blend category 677   677   602   N/A
ASTON/LMCG Emerging MarketsN (ALEMX)N/A86 N/AN/A N/AN/A N/AN/A
 I (ALMEX)N/A84 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 Stars97 2 Stars77 3 Stars42 3 Stars59
 I (AARIX)4 Stars96 3 Stars68 4 Stars33 N/AN/A
Total # funds in Real Estate category 222   222   192   147
Balanced
ASTON/Montag & Caldwell BalancedN (MOBAX)3 Stars94 3 Stars66 2 Stars94 3 Stars76
 I (MOBIX)3 Stars94 3 Stars62 2 Stars92 3 Stars70
Total # funds in Moderate Allocation category 730   730   649   423

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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