Tuesday, January 06, 2009
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Aston/River Road Sma (ARSVX)
Category:
Small Value
Status
: Closed to new investors
Current Recommendation:
Liquidate
Pevious Recommendation:
Reduce
Reason
(last updated on 9/28/2007):
For many years, smallcap value funds have been the market leader. It appears that this smallcap rally is finally ending. This relatively new small-cap value fund had an excellent 2006. It gained 30% while exhibiting low volatility. However, this year, it is seriously under performing S&P 500. It is up only 0.3% YTD.
Yahoo Financial Chart,
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Morningstar Profile,
click here
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