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

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
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.


1 month+2.28% 3 years+3.13%
3 months+9.32% 5 years+12.81%
1 year+16.36% Since inception+8.28%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.81%+13.02%
Expense ratio1.23%1.29%
Risk 5 year sharpe ratio0.791.02
Net assets$125.7M$1.0B
Average market cap$3.0B$3.8B
Average P/E33.229.4
Portfolio turnover138%138%

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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


U.S. stock96.15%
International stock1.52%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
NXST Nexstar Media Group Inc4.94%
WAGE WageWorks Inc4.13%
GTT GTT Communications Inc3.86%
BECN Beacon Roofing Supply Inc3.84%
NGVT Ingevity Corp3.46%
PNFP Pinnacle Financial Partners Inc2.93%
JBT John Bean Technologies Corp2.77%
SBGI Sinclair Broadcast Group Inc2.68%
JCOM J2 Global Inc2.55%
SITE SiteOne Landscape Supply Inc2.39%