Aston/herndon Large is trading at 11.93 as of the 27th of June 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 11.92. Aston/herndon Large has less than a 13 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of March 2025 and ending today, the 27th of June 2025. Click here to learn more.
The fund invests primarily in dividend paying equity securities, with at least 80 percent of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts . More on Astonherndon Large Cap
Astonherndon Large Cap [AALIX] is traded in USA and was established 27th of June 2025. Aston/herndon Large is listed under Cavanal Hill funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Cavanal Hill funds family. This fund presently has accumulated 15.4 M in assets under management (AUM) with no minimum investment requirementsAstonherndon Large Cap is currently producing year-to-date (YTD) return of 1.8% with the current yeild of 0.01%, while the total return for the last 3 years was 5.13%.
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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/herndon 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/herndon 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 Astonherndon Large 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 Astonherndon Large Cap Mutual Fund Constituents
Other Information on Investing in Aston/herndon Mutual Fund
Aston/herndon Large financial ratios help investors to determine whether Aston/herndon 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/herndon with respect to the benefits of owning Aston/herndon Large security.
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