AMG Funds


Effective October 1, 2016, the Aston Funds family has been integrated into the AMG Funds family of mutual funds. We are excited about the opportunity to serve you with more than 100 investment options spanning the asset class spectrum.

To learn more about the Aston Funds integration into AMG Funds, please visit Individual Investors can phone us at 800.548.4539. Investment professionals please call us at 800.368.4197.

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Morningstar Ratings & Rankings

As Of: 7/31/16

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: 7/31/16   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 Stars99 1 Stars96 2 Stars80
 I (AAVIX)2 Stars92 1 Stars98 1 Stars95 3 Stars76
Total # funds in Large Value category 1173   1173   1030   760
ASTON/Fairpointe Focused EquityN (AFPTX)N/A63 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 Stars94 1 Stars99 1 Stars98 N/AN/A
 I (AHRNX)1 Stars93 1 Stars99 1 Stars98 N/AN/A
Total # funds in Large Blend category 1397   1397   1211   N/A
ASTON/Montag & Caldwell GrowthN (MCGFX)4 Stars52 3 Stars74 3 Stars74 4 Stars53
 I (MCGIX)4 Stars50 3 Stars71 3 Stars69 4 Stars46
 R (MCRGX)3 Stars55 2 Stars77 3 Stars78 3 Stars60
Total # funds in Large Growth category 1482   1482   1287   924
ASTON/River Road Dividend All Cap Value IIN (ADVTX)4 Stars8 4 Stars27 N/AN/A N/AN/A
 I (ADIVX)4 Stars7 4 Stars20 N/AN/A N/AN/A
Total # funds in Large Value category 1173   1173   N/A   N/A
Mid Cap
ASTON/Fairpointe Mid CapN (CHTTX)3 Stars48 2 Stars73 3 Stars31 4 Stars1
 I (ABMIX)3 Stars46 2 Stars71 3 Stars26 4 Stars1
Total # funds in Mid-Cap Blend category 377   377   320   227
ASTON/Montag & Caldwell Mid Cap GrowthN (AMCMX)3 Stars44 3 Stars56 3 Stars54 N/AN/A
Total # funds in Mid-Cap Growth category 654   654   575   N/A
Small and Micro-Cap
ASTON/LMCG Small Cap GrowthN (ACWDX)2 Stars99 2 Stars88 2 Stars78 N/AN/A
 I (ACWIX)2 Stars99 2 Stars85 2 Stars74 N/AN/A
Total # funds in Small Growth category 657   657   589   N/A
ASTON/River Road Select ValueN (ARSMX)3 Stars3 3 Stars72 3 Stars48 N/AN/A
 I (ARIMX)4 Stars3 3 Stars68 4 Stars41 N/AN/A
Total # funds in Small Blend category 657   657   555   N/A
ASTON/River Road Small Cap ValueN (ARSVX)3 Stars4 3 Stars68 3 Stars54 3 Stars77
 I (ARSIX)4 Stars3 3 Stars65 4 Stars48 N/AN/A
Total # funds in Small Blend category 657   657   555   387
ASTON/Silvercrest Small CapN (ASCTX)4 Stars13 4 Stars24 N/AN/A N/AN/A
 I (ACRTX)4 Stars10 4 Stars20 N/AN/A N/AN/A
Total # funds in Small Blend category 657   657   N/A   N/A
ASTON Small CapN (ATASX)1 Stars78 1 Stars98 1 Stars98 2 Stars87
 I (ATSIX)1 Stars78 1 Stars98 1 Stars97 2 Stars83
Total # funds in Small Growth category 657   657   589   430
Fixed Income
ASTON/DoubleLine Core Plus Fixed IncomeN (ADBLX)5 Stars72 4 Stars15 5 Stars2 N/AN/A
 I (ADLIX)5 Stars64 5 Stars9 5 Stars1 N/AN/A
Total # funds in Intermediate-Term Bond category 955   955   838   N/A
All Cap
ASTON/River Road Dividend All Cap ValueN (ARDEX)4 Stars8 4 Stars27 4 Stars32 5 Stars11
 I (ARIDX)4 Stars7 4 Stars21 4 Stars25 N/AN/A
Total # funds in Large Value category 1173   1173   1030   760
ASTON/Anchor Capital Enhanced EquityN (AMBEX)2 Stars56 2 Stars89 2 Stars86 N/AN/A
 I (AMDSX)2 Stars54 2 Stars85 2 Stars79 N/AN/A
Total # funds in Option Writing category 69   69   30   N/A
ASTON/Lake Partners LASSO AlternativesN (ALSNX)3 Stars52 3 Stars78 3 Stars49 N/AN/A
 I (ALSOX)4 Stars50 3 Stars75 4 Stars44 N/AN/A
Total # funds in Multialternative category 249   249   155   N/A
ASTON/River Road Long-ShortN (ARLSX)3 Stars30 3 Stars61 3 Stars36 N/AN/A
 I (ALSIX)3 Stars28 3 Stars58 N/AN/A N/AN/A
Total # funds in Long-Short Equity category 170   170   92   N/A
ASTON/Guardian Capital Global DividendN (AGCNX)N/A36 N/AN/A N/AN/A N/AN/A
Total # funds in World Stock category N/A   N/A   N/A   N/A
ASTON/Pictet InternationalN (APINX)N/A8 N/AN/A N/AN/A N/AN/A
Total # funds in Foreign Large Blend category N/A   N/A   N/A   N/A
ASTON/Montag & Caldwell BalancedN (MOBAX)4 Stars48 4 Stars20 4 Stars39 4 Stars15
 I (MOBIX)4 Stars45 4 Stars16 4 Stars38 4 Stars13
Total # funds in Allocation--50% to 70% Equity category 823   823   708   484


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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