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

13.61
Net Asset Value
+0.81%
1 Day
-4.15%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.53%
Expense Ratio
High
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.

Performance

1 month+13.35% 3 years+1.87%
3 months+0.82% 5 years+12.03%
1 year-8.95% Since inception+9.39%
Data through --

Peer Comparisonvs. Small growth

 ACWDXCategory
Performance 5-yr return+12.03%+14.42%
Expense ratio1.53%1.33%
Risk 5 year sharpe ratio0.760.84
Net assets$113.8M$852.9M
Average market cap$2.0B$2.9B
Average P/E24.924.6
Portfolio turnover79%79%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureAndrew Morey / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock98.02%
International stock1.05%
Cash0.93%
Fixed income0.00%
Other0.00%
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 Inc4.63%
SNCR Synchronoss Technologies Inc3.31%
MNRO Monro Muffler Brake Inc3.26%
SUM Summit Materials Inc2.96%
FIZZ National Beverage Corp2.81%
-- 2.69%
CAVM Cavium Inc2.56%
CASY Caseys General Stores Inc2.39%
PCTY Paylocity Holding Corp2.30%
GTT GTT Communications Inc2.13%