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

16.88
Net Asset Value
-0.59%
1 Day
+5.90%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.36%
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.

Performance

1 month-0.88% 3 years+2.30%
3 months+0.96% 5 years+10.73%
1 year+18.46% Since inception+10.78%
Data through --

Peer Comparisonvs. Small growth

 ACWDXCategory
Performance 5-yr return+10.73%+11.88%
Expense ratio1.36%1.27%
Risk 5 year sharpe ratio0.630.87
Net assets$102.6M$1.1B
Average market cap$3.1B$3.4B
Average P/E19.626.7
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

Holdings

U.S. stock95.18%
Cash4.82%
International stock0.00%
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
LHCG LHC Group Inc4.07%
BCO Brinks Co3.88%
SBGI Sinclair Broadcast Group Inc2.95%
JCOM J2 Global Inc2.89%
CENTA Central Garden & Pet Co2.83%
EXP Eagle Materials Inc2.68%
RP RealPage Inc2.66%
HOMB Home BancShares Inc2.42%
MLNX Mellanox Technologies Ltd2.31%
KMT Kennametal Inc2.25%