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  • Fund Type: Open-End Fund
  • Objective: Blend - Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Aston TAMRO Small Cap Fund

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ATSIX:US

22.75 USD 0.21 0.93%

As of 09:29:30 ET on 05/17/2013.

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Snapshot for Aston TAMRO Small Cap Fund (ATSIX)

Year To Date: +15.19% 3-Month: +6.21% 3-Year: +15.44% 52-Week Range: 17.24 - 22.75
1-Month: +8.28% 1-Year: +29.31% 5-Year: +9.58% Beta vs RTY: 0.98

Mutual Fund Chart for ATSIX

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  • ATSIX:US 22.75
  • 1M
  • 1Y
Interactive ATSIX Chart

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Fund Profile & Information for ATSIX

Aston TAMRO Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in a blend of small cap growth and value stocks. The Fund may experience a high turnover rate (100% to 160%) when implementing its primary investment strategy.

Inception Date: 01-04-2005 Telephone: 1-800-992-8151
Managers: PHILIP TASHO
Web Site: www.astonfunds.com

Fundamentals for ATSIX

NAV (on 2013-05-17) 22.75
Assets (M) (on 2013-05-16) 1,141.66
Fund Leveraged N
Minimum Investment 1,000,000.00
Minimum Subsequent Investment 50.00

Dividends for ATSIX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2012-12-28) 0.43
Dividend Yield (ttm) 8.69

Fees & Expenses for ATSIX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.90
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.03

Top Fund Holdings for ATSIX

Filing Date: 03/28/2013
Name Position Value % of Total
Bank of the Ozarks Inc 709,307 31,457,765 2.819%
Redwood Trust Inc 1,331,596 30,866,395 2.766%
Colfax Corp 648,980 30,203,529 2.706%
Glacier Bancorp Inc 1,523,206 28,910,450 2.590%
Advisory Board Co/The 531,249 27,901,197 2.500%
Corporate Executive Board Co/T 461,598 26,846,540 2.405%
athenahealth Inc 258,495 25,084,355 2.247%
Teleflex Inc 292,133 24,688,160 2.212%
Health Management Associates I 1,911,157 24,596,591 2.204%
BlackRock Liquidity Funds Temp 23,547,552 23,547,552 2.110%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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