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Open an Account

There are several ways to open an account with Aston Funds. Everything you need to get started is available directly on our site. 

Open Account Online Now

1) Choose Your Account Type

Individual – A taxable account for investors over the age of 18 that are registered in one person’s name.

Joint Tenant – A taxable account owned equally by two or more individuals and subject to the right of survivorship.

Custodial UGMA or UTMA – A taxable account funded by an irrevocable financial gift/transfer to a minor and controlled by an individual custodian.  It is governed by the Uniform Transfer/Gift to Minors Act of the minor’s or custodian’s state of residence.  The custodian and the donor of the gift need not be the same.

Traditional IRA – Account contributions are tax-deferred can be deductible under certain income limits and aid in planning for retirement years.

SEP IRA – (Simplified Employee Pension Plan) A SEP IRA is a Traditional IRA that accepts employer contributions under an employer’s SEP plan.  You may make your annual Traditional IRA contribution into your SEP IRA.  Your IRA contributions are based on the annual IRA contribution limits as set forth by the IRS and are subject to your individual tax filing deadline without extensions.

SIMPLE Plans/IRA - A SIMPLE plan (Savings Incentive Match Plan for Employees) is a simplified retirement plan created by the Small Business Job Protection Act of 1996 especially for small and growing businesses, with generally, 100 or fewer employees that do not currently offer a qualified retirement plan. SIMPLE plans allow employees to defer a specific percentage or dollar amount into a SIMPLE IRA.

Rollover IRA -  Transfer assets from your retirement plan at work (401(k), profit-sharing plan, etc.) into an Individual Retirement Account (IRA). Rolling over to an IRA allows you to keep your savings tax-deferred and typically gives you a broader choice of investments.

Roth IRA – Contributions are made after taxes by qualified individual with earned income.  The contribution maximum for an individual’s earned contribution is currently $5,000 for 2009.  Investors over 50 can make a catch-up contribution of $1,000.

Coverdell Education Savings – also called Education Savings Accounts, these tax deferred accounts may be used for expenses of up to $2,000 annually if related to attendance at either a public or private elementary or secondary school. The earnings accumulate on a tax-deferred basis. When used for qualifying educational expenses, the earnings on an Education IRA are tax-free.

Additionally, accounts for corporations and trusts may also be opened.  See N class and I class applications for details.

2) Review the Fund's Prospectus(es)

Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Large Cap
ASTON/Cornerstone Large Cap Value 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/Herndon Large Cap Value 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/Montag & Caldwell Growth 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/TAMRO Diversified Equity 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Equity Income
ASTON/River Road Dividend All Cap Value 09.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
ASTON/River Road Dividend All Cap Value II 09.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Mid Cap
ASTON/Fairpointe Mid Cap 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/Montag & Caldwell Mid Cap Growth 09.30.1409.30.1403.03.14 02.28.14[N]
05.15.14[I]
02.28.14[N]
05.15.14[I]
10.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Small Cap
ASTON/LMCG Small Cap Growth 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/River Road Independent Value 06.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
ASTON/River Road Select Value 09.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
ASTON/River Road Small Cap Value 09.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
ASTON/Silvercrest Small Cap 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/TAMRO Small Cap 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Fixed Income
ASTON/DoubleLine Core Plus Fixed Income 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/TCH Fixed Income 09.30.1409.30.1403.03.0402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Alternative
ASTON/Anchor Capital Enhanced Equity 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/Lake Partners LASSO Alternatives 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/River Road Long-Short 09.30.1409.30.1404.25.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Global/International
ASTON/Barings International 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
ASTON/Guardian Capital Global Dividend 09.30.1409.30.1404.09.1404.09.1404.30.14
ASTON/LMCG Emerging Markets 09.30.1409.30.1407.01.1402.28.1402.28.1410.31.1304.30.14
ASTON/Pictet International 09.30.1409.30.1404.09.1404.09.1404.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Sector
ASTON/Harrison Street Real Estate 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Balanced
ASTON/Montag & Caldwell Balanced 09.30.1409.30.1403.03.1402.28.1402.28.1410.31.1304.30.14
Fund Quarterly CommentaryProfile SheetSummary ProspectusFull ProspectusSAIAnnual ReportSemi-Annual Report
Money Market
ASTON Money Market 12.31.1312.31.1308.31.1302.28.13

3) Collect the Information You'll Need

  • Banking account information (routing number and account number) as well as your SSN or Tax ID number and date of birth for each account owner 
  • A valid e-mail address for opening an account online
  • If opening an UGMA/UTMA or Education Savings Account, the name, address, SSN and date of birth of the minor

4) Open an Account

Share Classes and Account Minimums
Aston Funds has a no-load share class to serve all individual and institutional investment needs:

Class and Account TypeInvestment MinimumSubsequent Investment
Class N – Regular Accounts$2,500 $50
Bedford Shares - Aston Money Market $1,000 $50
Individual Retirement Accounts (IRAs) - Traditional, Roth, SEP, Simple$500 $50
Coverdell Education Savings Accounts (ESAs) (Except R class)$500 $50
Custodial Accounts for Minors (UGMAS/UTMA)$500 $50
Class I – Institutional Accounts$100,000* to $1,000,000$50
Class R – Retirement Plans$2,500 $50

*Lake Partners LASSO Alternatives Fund, DoubleLine Core Plus Fixed Income Fund and River Road Dividend All Cap Value Fund II.
The R share class, our retirement class, is designed for qualified retirement plans, retirement savings programs and other similar programs offered primarily through financial intermediaries.

All account owners and beneficiaries must be United States citizens or resident aliens with a U.S mailing address (PO Box is not sufficient), or a military address (APO or FPO) if in the armed forces.

If you need help, please call one of our Shareholder Services representatives at 800-992-8151 between 9am and 7pm Eastern time, Monday through Friday.

Complete the application and send it with your investment check to:
Aston Funds

PO Box 9765
Providence, RI 02940

Your money will be invested on the day we receive it using the next available Net Asset Value (NAV); no sales charges will be incurred. If you need help or have questions about investing, please call us at 800-992-8151. While we cannot provide investment advice, we can answer most questions regarding Aston Funds so you can make an educated investment choice. 

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