Large Cap Growth
This product invests primarily in large cap growth stocks whose earnings are growing, or are expected to grow, at an accelerated rate.
The portfolio managers look for inefficiencies in the market caused by inaccurate expectations (e.g., earnings), focusing on companies that have: expanding unit volume growth, increasing profit margins, significant new product development efforts and returns in excess of their cost of capital.
To help manage risk, the portfolio management team adheres to a strict discipline regarding the sale of securities. In the course of implementing its primary investment strategies, the Fund will likely experience a turnover rate of 200% or more. The portfolio will hold between 30-40 stocks with the top 10 positions holding 30-40% of the portfolio's assets. We will not let a sector grow larger than 50%, and an industry 25%, without special consideration.
Our large cap product is also available as a mutual fund vehicle. For more information about the Aston/Veredus Select Growth Fund (N and I shares), please visit www.astonfunds.com
| Large Cap Growth Composite |
| 3rd Quarter 2012 Results |
|
Large Cap
Growth
(gross) |
Large Cap
Growth
(net) |
Russell 1000 Growth |
S&P 500 |
| 3Q12 |
4.74% |
4.59% |
6.11% |
6.35% |
| YTD |
12.97% |
12.43% |
16.81% |
16.43% |
| 1 Year |
15.83% |
15.06% |
29.20% |
30.18% |
| 3 Year |
6.22% |
5.43% |
14.74% |
13.20% |
| 5 Year |
-1.82% |
-2.55% |
3.24% |
1.04% |
| 7 Year |
2.60% |
1.90% |
5.81% |
4.48% |
| 10 Year |
7.54% |
7.02% |
8.42% |
8.00% |
| Since Inception(07/98) |
6.62% |
6.00% |
2.54% |
3.55% |
Performance Disclosure Large Cap Growth
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Large Cap Growth Annual Disclosure Presentation 2011
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