CHTTX Rating, Research - Aston/Optimum Mid Cap N

Aston/Optimum Mid Cap N (chttx)

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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 = 30

Threats + Weaknesses = 19

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

Fund Management Team

Fund Description Update

Aston/Optimum Mid Cap N (CHTTX) Description: CHTTX is a mutual fund, which is an investment that owns a basket of assets. The CHTTX 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 large fund size classification. CHTTXs minimum initial investment amount is $2500 while the IRA minimum is $500. CHTTXs expense ratio is roughly 1%. The latest CHTTXs front end load was 0% and the back end load was 0%. The Aston/Optimum Mid Cap N (CHTTX) mutual fund falls under the mid-cap mixed category. CHTTX focuses its investments in USA and CHTTX is not affiliated with a particular industry or fund sector. The Aston/Optimum Mid Cap N (CHTTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CHTTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CHTTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities (see equity research) of ??premier? companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $2.5 billion at the time of investment. The fund may invest up to 25% of assets in the securities of foreign issuers. The fund looks for companies it considers ??premier? that have excellent business strengths and/or prospects for growth, high internal rates of return and low leverage, and that are trading significantly below estimates of their current worth.


Management Analysis Update


Performance Analysis Update