Morningstar Director of Mutual Fund Research Russel Kinnel discusses the advantages of a reasonable asset base for mutual fund managers, specifically highlighting the ASTON/River Road Select Value Fund (ARSMX, ARIMX) as one of the five nimble funds they recommend.
Morningstar.com - 5 of the Smallest Funds We Recommend
Performance as of September 30, 2013 for the ASTON/River Road Select Value Fund N-Class was 26.31% for the 1-year, 16.65% for the 3-year, 9.77% for the 5-year and 5.22% since inception (3/29/07). The gross expense ratio for the N-Class is 1.44%, and the I-Class is 1.19%.
The performance data quoted represents past performance. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor’s shares, upon redemption, may be worth more or less than their original cost. Some of the returns quoted reflect fee waivers or expense reimbursements that are no longer in effect. Returns for certain periods would have been lower without the waivers/reimbursements. Current performance may be lower or higher than the performance data quoted. For performance data current to the most recent month-end, please visit our website at www.astonfunds.com.
Note: Small- and mid-cap stocks are considered riskier than large-cap stocks due to greater potential volatility and less liquidity. Value investing often involves buying the stocks of companies that are currently out of favor
Parameters set by the Subadviser are not a fundamental policy of the Fund and are subject to change at any time.
Mention of additional mutual funds in the article should not be considered as a recommendation to buy, sell or hold a security. The material is provided for informational purposes only. Aston Funds has no editorial control over the content of the article or subject matter, and is independent of Morningstar.com.
Before investing, carefully consider the fund’s investment objectives, risks, charges and expenses. Contact 800-992-8151 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
Aston Funds are distributed by Foreside Funds Distributors LLC.
Investment Advisor Services:
800-597-9704 or www.astonfunds.com