ATASX Rating, Research - Aston/Tamro Small Cap N

Aston/Tamro Small Cap N (atasx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 25

Threats + Weaknesses = 13

When strengths & opportunities substantially exceed threats & weaknesses an investment in the atasx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Aston/Tamro Small Cap N (ATASX) Description: ATASX is a mutual fund, which is an investment that owns a basket of assets. The ATASX mutual fund was provided by Aston and this investment vehicle derives the majority of its value from equity holdings (stocks). Astons mutual fund has a long management tenure and is in the average fund size classification. ATASXs minimum initial investment amount is $2500 while the IRA minimum is $500. ATASXs expense ratio is roughly 1%. The latest ATASXs front end load was 0% and the back end load was 0%. The Aston/Tamro Small Cap N (ATASX) mutual fund falls under the small mixed category. ATASX focuses its investments in USA and ATASX is not affiliated with a particular industry or fund sector. The Aston/Tamro Small Cap N (ATASX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ATASXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ATASXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to track the performance of a benchmark index that measures This investment vehicle return of small capitalization growth stocks (see stock research). The fund employs a passive management investment approach designed to track the performance of the MSCI US Small Cap Growth Index, a broadly diversified index of growth stocks (see stock research) of smaller U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks (see stock research) that make up the index, holding each stock in approximately the same proportion as its weighting in the index.


Management Analysis Update


Performance Analysis Update