What Share Class is Right for Me?
Aston Funds have multiple share classes to serve all individual and institutional investment needs.
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For the minimum of $2,500 or $500 you can open an account in our retail share classes. The N and S share classes offer a full range of equity, bond and money market funds to suit your risk tolerance and help meet your investment goals.
The Institutional I share class is suitable for investors that meet account minimums starting at $1,000,000 depending on the Fund chosen for investment.
The R share class, our retirement class, is designed for qualified retirement plans, retirement savings programs and other similar programs offered primarily through financial intermediaries.
Y & YS share classes of the Institutional Prime Money Market Fund are open to institutional investors that meet the minimum of $5,000,000.
Account Type |
Investment Minimum |
Description |
| Regular |
$2,500 |
The minimum balance required for regular non-IRA accounts is $2,500. Free check writing for N and S class money market funds. |
| IRA |
$500 |
IRA (Traditional, Roth, SEP & SIMPLE IRAs, and UGMA/UTMA accounts (custodial accounts for minors) can be established with a $500 minimum investment. |
Education Savings Accounts |
$500 |
Coverdell Education Savings Accounts can be used to pay for qualified elementary, secondary, and higher education expenses. |
| Institutional |
$1,000,000 to $5,000,000 |
Intended for institutional investors, the minimum investment is $1,000,000. |
| Class Type |
Description |
N Class Retail Investors |
Equity, Bond and Money Market Funds |
I Class Institutional Investors |
Equity, Bond and Money Market Fund account minimums start at $1,000,000 depending in the Fund chosen for investment |
R Class Retirement/ 401(k) Market |
Retirement Class designed for qualified retirement plans, retirement savings programs and other similar programs offered primarily through financial intermediaries. |
Y & YS Class Institutional Investors |
Institutional Prime Money Market Fund - Account minimus start at $5,000,000. See ABN AMRO Money Market Funds section for more information. |
If you would like further fund information, you can order an investor kit by E-mail at contactus@astonfunds.com or by calling one of our Investor Services Associates at 800-992-8151. The kit includes an account application and prospectus, which contains more complete information, including fees and expenses and should be read carefully before investing or sending money. Other essential items are also included, to give you more information about our Funds. We will gladly send you a kit upon receipt of your name and address.
An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other government agency. Although the Fund seeks to preserve the net asset value of $1.00 per share, it is possible to lose money by investing in the Fund.
Past performance does not guarantee future results. Investment return and principal value of mutual funds will vary with market conditions, so that shares, when redeemed, may be worth more or less than their original cost.