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AMG Managers LMCG Small Cap Growth Fund Class N (ACWDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. Under normal circumstances- the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. The manager defines a small-cap company as one with a market capitalization below $5 billion at the time of acquisition. The subadviser seeks to achieve above average risk-adjusted returns by identifying unrecognized growth potential.


1 month+3.32% 3 years+4.92%
3 months+9.20% 5 years+10.82%
1 year+20.70% Since inception+10.59%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+10.82%+13.96%
Expense ratio1.49%1.28%
Risk 5 year sharpe ratio0.751.01
Net assets$108.7M$1.0B
Average market cap$3.1B$3.8B
Average P/E32.428.5
Portfolio turnover151%151%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureAndrew Morey / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock99.75%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.31%
Consumer goods 13.43%
Business service 13.17%
Telecommunication 9.39%
Consumer service 7.57%
Top 10 Holdings
Portfolio weighting
WAGE WageWorks Inc4.51%
NXST Nexstar Media Group Inc3.95%
BCO Brinks Co3.37%
PNFP Pinnacle Financial Partners Inc3.21%
SBGI Sinclair Broadcast Group Inc3.00%
JCOM J2 Global Inc2.92%
LHCG LHC Group Inc2.82%
HQY HealthEquity Inc2.57%
SITE SiteOne Landscape Supply Inc2.45%
HOMB Home BancShares Inc2.32%