MCGFX Rating, Research - Aston/Montag & Caldwell Growth N

Aston/Montag & Caldwell Growth N (mcgfx)

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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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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 = 245

Threats + Weaknesses = 138

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) of domestic and foreign issuers. The advisor seeks to take advantage of trends in security values reflecting changes in general and particular economic and financial conditions.


Management Analysis Update

The mcgfx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update