Barron’s magazine profiles Andrew Morey, portfolio manager for the ASTON/LMCG Small Cap Growth Fund (ACWDX), and a number of small-growth stock picks that exemplify his investment approach of seeking companies with unrecognized growth potential.
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Management does not endorse and accepts no responsibility for content on third-party sites. Aston Funds has no editorial control over the content, subject matter, and timing of the original article and is independent of Barron’s and its publisher. Opinions are as of the broadcast date and are subject to change at any time based on market or other conditions, and stocks mentioned in the article are not a recommendation or a solicitation to buy, hold, or sell any securities. Current and future portfolio holdings are subject to change and risk.
As of May 31, 2015, Lithia Motors comprised 1.54% of the portfolio’s assets, Sotheby’s – 4.04%, Bloomin’ Brands – 2.15%, Synchronoss Technologies – 3.96%, and USG – 1.38%.
Overall Morningstar 5 Star Rating among 672 Small Growth funds as of 5/31/15. The Overall Morningstar Rating is derived from a weighted-average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. © Morningstar, Inc.
Mutual fund investing involves risk including the possible loss of principal. Small- and mid-cap stocks are considered riskier than large-cap stocks due to greater potential volatility and less liquidity.
ASTON/LMCG Small Cap Growth Fund (ACWDX) annualized total returns as of March 31, 2015: 1 Yr 16.50%, 3 Yr 21.27%, and since inception (11/3/2010) 17.20%. Russell 2000 Growth Index performance as of March 31, 2015: 1 Yr 12.06%, 3 Yr 17.74%, and since ACWDX inception (10/31/2010) 17.20%.
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. Returns for certain periods would have been lower without the waivers/reimbursements. Current performance may be lower or higher than the performance data quoted. Click here for performance data current to the most recent month-end.
The Russell 2000 Growth Index is an unmanaged index that contains the 2,000 smallest common growth stocks in the Russell 3000, which contains the 3,000 largest stocks in the U.S., based on total market capitalization. Indices are adjusted for the reinvestment of capital gains and income dividends. Individuals cannot invest in an index.
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.