AMG Managers Essex Small/Micro Cap Growth Fund Investor Class (MBRSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of small-capitalization U.S. companies. The subadviser generally considers a company to be a "small-capitalization" company if, at the time of purchase, its market capitalization is less than or equal to the market capitalization of the largest company included within the Russell 2000 ® Growth Index.


1 month+3.59% 3 years+24.04%
3 months+10.64% 5 years+16.10%
1 year+14.32% Since inception+11.08%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.10%+15.12%
Expense ratio1.49%1.39%
Risk 5 year sharpe ratio0.930.89
Net assets$38.7M$821.3M
Average market cap$646.9M$2.9B
Average P/E30.927.7
Portfolio turnover130%130%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureNancy Prial / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock90.22%
International stock5.95%
Fixed income2.96%
Top 5 Sectors
Portfolio weighting
Healthcare 15.67%
Industrial materials 14.28%
Hardware 11.26%
Business service 10.29%
Telecommunication 8.71%
Top 10 Holdings
Portfolio weighting
PFPT Proofpoint Inc2.07%
AFFX Affymetrix Inc2.05%
ATRC AtriCure Inc1.94%
SIGM Sigma Designs Inc1.60%
CALD Callidus Software Inc1.50%
BLOX Infoblox Inc1.50%
ACHC Acadia Healthcare Company Inc1.43%
GRUB GrubHub Inc1.42%
USCR US Concrete Inc1.41%

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