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AMG Managers LMCG Small Cap Growth Fund Class I (ACWIX)

14.99
Net Asset Value
-0.40%
1 Day
+10.14%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.23%
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 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+1.56% 3 years+4.73%
3 months+3.02% 5 years+12.76%
1 year+14.17% Since inception+7.88%
Data through --

Peer Comparisonvs. Small growth

 ACWIXCategory
Performance 5-yr return+12.76%+12.81%
Expense ratio1.23%1.30%
Risk 5 year sharpe ratio0.770.94
Net assets$124.6M$927.0M
Average market cap$2.7B$3.5B
Average P/E28.829.2
Portfolio turnover138%138%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureAndrew Morey / 6 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock96.08%
Cash2.52%
International stock1.39%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
NXST Nexstar Media Group Inc4.40%
PNFP Pinnacle Financial Partners Inc3.08%
GTT GTT Communications Inc3.04%
WAGE WageWorks Inc2.99%
BECN Beacon Roofing Supply Inc2.73%
SITE SiteOne Landscape Supply Inc2.50%
SBGI Sinclair Broadcast Group Inc2.42%
NUVA NuVasive Inc2.39%
JBT John Bean Technologies Corp2.34%
VG Vonage Holdings Corp2.23%