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

14.53
Net Asset Value
+0.35%
1 Day
+6.76%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.28%
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+4.85% 3 years+1.92%
3 months+5.00% 5 years+10.91%
1 year+29.40% Since inception+7.45%
Data through --

Peer Comparisonvs. Small growth

 ACWIXCategory
Performance 5-yr return+10.91%+12.33%
Expense ratio1.28%1.32%
Risk 5 year sharpe ratio0.740.82
Net assets$138.0M$877.7M
Average market cap$2.5B$3.2B
Average P/E27.129.4
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$50,000.00

Holdings

U.S. stock97.46%
Cash1.52%
International stock1.01%
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 Inc4.05%
NVRO Nevro Corp2.84%
SNCR Synchronoss Technologies Inc2.83%
FIZZ National Beverage Corp2.69%
SITE SiteOne Landscape Supply Inc2.68%
INCR INC Research Holdings Inc2.59%
MNRO Monro Muffler Brake Inc2.58%
EVHC Envision Healthcare Corp2.54%
GTT GTT Communications Inc2.53%
CAVM Cavium Inc2.40%