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Morningstar Ratings & Rankings

As Of: 3/31/16

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: 3/31/16   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)2 Stars93 1 Stars97 2 Stars91 3 Stars68
 I (AAVIX)2 Stars92 1 Stars96 2 Stars90 3 Stars60
Total # funds in Large Value category 1207   1207   1051   764
ASTON/Fairpointe Focused EquityN (AFPTX)N/A96 N/AN/A N/AN/A N/AN/A
 I (AFFEX)N/A96 N/AN/A N/AN/A N/AN/A
Total # funds in Large Value category N/A   N/A   N/A   N/A
ASTON/Herndon Large Cap ValueN (AALIX)1 Stars96 1 Stars99 1 Stars98 N/AN/A
 I (AHRNX)1 Stars95 1 Stars99 1 Stars97 N/AN/A
Total # funds in Large Blend category 1398   1398   1225   N/A
ASTON/Montag & Caldwell GrowthN (MCGFX)3 Stars8 2 Stars79 3 Stars56 4 Stars36
 I (MCGIX)4 Stars7 3 Stars76 4 Stars51 4 Stars28
 R (MCRGX)3 Stars9 2 Stars82 3 Stars62 4 Stars42
Total # funds in Large Growth category 1524   1524   1315   937
Equity Income
ASTON/River Road Dividend All Cap ValueN (ARDEX)4 Stars12 4 Stars32 4 Stars19 5 Stars8
 I (ARIDX)4 Stars11 4 Stars28 4 Stars16 N/AN/A
Total # funds in Large Value category 1207   1207   1051   764
ASTON/River Road Dividend All Cap Value IIN (ADVTX)4 Stars12 4 Stars34 N/AN/A N/AN/A
 I (ADIVX)4 Stars11 4 Stars29 N/AN/A N/AN/A
Total # funds in Large Value category 1207   1207   N/A   N/A
Mid Cap
ASTON/Fairpointe Mid CapN (CHTTX)4 Stars77 3 Stars44 3 Stars47 4 Stars1
 I (ABMIX)4 Stars73 3 Stars38 3 Stars40 4 Stars1
Total # funds in Mid-Cap Blend category 383   383   328   215
ASTON/Montag & Caldwell Mid Cap GrowthN (AMCMX)3 Stars16 3 Stars51 3 Stars46 N/AN/A
 I (AMMCX)N/A14 N/AN/A N/AN/A N/AN/A
Total # funds in Mid-Cap Growth category 640   640   574   N/A
Small Cap
ASTON/LMCG Small Cap GrowthN (ACWDX)2 Stars96 2 Stars77 2 Stars62 N/AN/A
 I (ACWIX)2 Stars96 2 Stars74 N/AN/A N/AN/A
Total # funds in Small Growth category 658   658   588   N/A
ASTON/River Road Independent ValueN (ARIVX)2 Stars3 2 Stars96 2 Stars96 N/AN/A
 I (ARVIX)2 Stars3 2 Stars96 N/AN/A N/AN/A
Total # funds in Small Value category 380   380   331   N/A
ASTON/River Road Select ValueN (ARSMX)4 Stars2 3 Stars72 4 Stars40 N/AN/A
 I (ARIMX)4 Stars2 3 Stars69 4 Stars34 N/AN/A
Total # funds in Small Blend category 643   643   562   N/A
ASTON/River Road Small Cap ValueN (ARSVX)4 Stars1 3 Stars61 4 Stars44 4 Stars47
 I (ARSIX)4 Stars1 3 Stars57 4 Stars40 N/AN/A
Total # funds in Small Blend category 643   643   562   370
ASTON/Silvercrest Small CapN (ASCTX)3 Stars29 3 Stars41 N/AN/A N/AN/A
 I (ACRTX)3 Stars27 3 Stars37 N/AN/A N/AN/A
Total # funds in Small Blend category 643   643   N/A   N/A
ASTON Small CapN (ATASX)2 Stars79 1 Stars98 1 Stars95 3 Stars77
 I (ATSIX)2 Stars78 1 Stars98 1 Stars94 3 Stars72
Total # funds in Small Growth category 658   658   588   423
Fixed Income
ASTON/DoubleLine Core Plus Fixed IncomeN (ADBLX)4 Stars57 4 Stars30 N/AN/A N/AN/A
 I (ADLIX)4 Stars49 4 Stars17 N/AN/A N/AN/A
Total # funds in Intermediate-Term Bond category 951   951   N/A   N/A
ASTON/TCH Fixed IncomeN (CHTBX)3 Stars97 2 Stars87 3 Stars42 4 Stars16
 I (CTBIX)4 Stars96 2 Stars79 4 Stars28 4 Stars11
Total # funds in Intermediate-Term Bond category 951   951   827   602
Alternative
ASTON/Anchor Capital Enhanced EquityN (AMBEX)3 Stars45 3 Stars56 3 Stars45 N/AN/A
 I (AMDSX)3 Stars42 3 Stars52 3 Stars39 N/AN/A
Total # funds in Long/Short Equity category 202   202   106   N/A
ASTON/Lake Partners LASSO AlternativesN (ALSNX)4 Stars48 3 Stars55 4 Stars51 N/AN/A
 I (ALSOX)4 Stars45 3 Stars50 4 Stars46 N/AN/A
Total # funds in Multialternative category 249   249   145   N/A
ASTON/River Road Long-ShortN (ARLSX)3 Stars20 3 Stars68 N/AN/A N/AN/A
 I (ALSIX)3 Stars18 3 Stars65 N/AN/A N/AN/A
Total # funds in Long/Short Equity category 202   202   N/A   N/A
Global/International
ASTON/Barings InternationalN (ABARX)3 Stars12 4 Stars36 3 Stars48 N/AN/A
 I (ABIIX)3 Stars11 4 Stars32 3 Stars42 N/AN/A
Total # funds in Foreign Large Blend category 712   712   624   N/A
ASTON/Guardian Capital Global DividendN (AGCNX)N/A29 N/AN/A N/AN/A N/AN/A
 I (AGCDX)N/A26 N/AN/A N/AN/A N/AN/A
Total # funds in World Stock category N/A   N/A   N/A   N/A
ASTON/LMCG Emerging MarketsN (ALEMX)2 Stars91 2 Stars92 N/AN/A N/AN/A
 I (ALMEX)2 Stars90 2 Stars90 N/AN/A N/AN/A
Total # funds in Diversified Emerging Mkts category 591   591   N/A   N/A
ASTON/Pictet InternationalN (APINX)N/A3 N/AN/A N/AN/A N/AN/A
 I (APCTX)N/A3 N/AN/A N/AN/A N/AN/A
Total # funds in Foreign Large Blend category N/A   N/A   N/A   N/A
Sector
ASTON/Harrison Street Real EstateN (ARFCX)2 Stars14 2 Stars87 2 Stars77 2 Stars82
 I (AARIX)3 Stars11 2 Stars85 2 Stars69 3 Stars75
Total # funds in Real Estate category 240   240   208   153
Balanced
ASTON/Montag & Caldwell BalancedN (MOBAX)4 Stars2 4 Stars28 4 Stars26 4 Stars15
 I (MOBIX)4 Stars2 4 Stars25 4 Stars22 4 Stars13
Total # funds in Moderate Allocation category 856   856   744   504

Resources

Aston History (212 KB, PDF)
Capabilities Brochure (2 MB, PDF)
Aston Style Box (46 KB, PDF)
Aston Subadvisers (490 KB, PDF)

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