Andrew Morey, portfolio manager of the ASTON/LMCG Small Cap Growth Fund, discusses his thoughts on small cap stocks on CNBC.
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.
As of July 31, 2015, Lithia Motors comprised 0.80% of the portfolio’s assets, and Bloomin’ Brands – 1.59%. Coca-Cola, Toyota, Honda, BMW and Procter & Gamble are not held in the portfolio.
As the Fund is actively managed on a daily basis, the securities as presented may not represent the current or future composition of the portfolio and are subject to risk. The securities referenced in this article do not constitute investment advice and are not intended as a recommendation to add, buy, hold or sell any security. Investors should consult their investment professional regarding their individual investment program. Since the date of the article, economic factors, market conditions and the portfolio manager's views of the prospects of any particular investment may have changed.
Small cap stocks mentioned in the video refer to the Russell 2000 Growth Index which 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. The S&P 500 is an unmanaged index of 500 widely traded industrial, transportation, financial and public utility stocks. Indices are adjusted for the reinvestment of capital gains and income dividends. Individuals cannot invest in an index.
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