Astoncrosswind Small Cap Fund Quote
| ACWDX Fund | USD 17.25 0.08 0.46% |
PerformanceSolid
| Odds Of DistressLow
|
Aston/crosswind Small is trading at 17.25 as of the 19th of July 2025; that is 0.46% down since the beginning of the trading day. The fund's open price was 17.33. Aston/crosswind Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. More on Astoncrosswind Small Cap
Moving together with Aston/crosswind Mutual Fund
Aston/crosswind Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Growth Funds, Small Growth, AMG Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Astoncrosswind Small Cap [ACWDX] is traded in USA and was established 19th of July 2025. Aston/crosswind Small is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of AMG Funds family. This fund presently has accumulated 39.33 M in assets under management (AUM) with no minimum investment requirementsAstoncrosswind Small Cap is currently producing year-to-date (YTD) return of 0.75%, while the total return for the last 3 years was 10.6%.
Check Aston/crosswind Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aston/crosswind Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aston/crosswind Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Astoncrosswind Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Astoncrosswind Small Cap Mutual Fund Constituents
| AIN | Albany International | Stock | Industrials | |
| BCO | Brinks Company | Stock | Industrials | |
| ADUS | Addus HomeCare | Stock | Health Care | |
| CRNC | Cerence | Stock | Information Technology | |
| MUSA | Murphy USA | Stock | Consumer Discretionary | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| INCR | INC Research Holdings | Stock | Health Care | |
| ZBRA | Zebra Technologies | Stock | Information Technology |
Astoncrosswind Small Cap Risk Profiles
| Mean Deviation | 0.7993 | |||
| Semi Deviation | 0.7295 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 |
Aston/crosswind Small Against Markets
Other Information on Investing in Aston/crosswind Mutual Fund
Aston/crosswind Small financial ratios help investors to determine whether Aston/crosswind Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aston/crosswind with respect to the benefits of owning Aston/crosswind Small security.
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