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

18.38
Net Asset Value
-1.08%
1 Day
+13.46%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.18%
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+5.15% 3 years+3.23%
3 months+7.74% 5 years+10.78%
1 year+24.36% Since inception+9.53%
Data through --

Peer Comparisonvs. Small growth

 ACWIXCategory
Performance 5-yr return+10.78%+11.88%
Expense ratio1.18%1.26%
Risk 5 year sharpe ratio0.640.90
Net assets$103.7M$1.1B
Average market cap$3.2B$3.6B
Average P/E17.426.5
Portfolio turnover151%151%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureAndrew Morey / 7 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock96.29%
Cash3.71%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LHCG LHC Group Inc5.40%
SBGI Sinclair Broadcast Group Inc3.63%
GTT GTT Communications Inc3.19%
EXP Eagle Materials Inc3.10%
CENTA Central Garden & Pet Co2.89%
NXST Nexstar Media Group Inc2.70%
PCTY Paylocity Holding Corp2.63%
MIME Mimecast Ltd2.42%
RP RealPage Inc2.29%
VAC Marriott Vacations Worldwide Corp2.22%