Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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 managers define 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-7.39% 3 years-1.05%
3 months-7.03% 5 years+8.84%
1 year-14.05% Since inception+9.30%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.84%+14.42%
Expense ratio1.53%1.33%
Risk 5 year sharpe ratio0.850.95
Net assets$125.4M$876.8M
Average market cap$2.2B$3.0B
Average P/E26.425.9
Portfolio turnover79%79%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureAndrew Morey / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock95.13%
International stock3.99%
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
NXST Nexstar Broadcasting Group Inc5.49%
MNRO Monro Muffler Brake Inc3.24%
SNCR Synchronoss Technologies Inc3.17%
AMSG AmSurg Corp2.70%
SUM Summit Materials Inc2.62%
NSA National Storage Affiliates Trust2.46%
ATHN athenahealth Inc2.42%
CAVM Cavium Inc2.36%
FIZZ National Beverage Corp2.35%
CASY Caseys General Stores Inc2.27%