AMG Managers Essex Small/Micro Cap Growth Fund - Class N (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 subadvisor 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+3.38% 3 years+7.58%
3 months+2.80% 5 years+13.97%
1 year+26.29% Since inception+10.12%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.97%+13.96%
Expense ratio1.58%1.28%
Risk 5 year sharpe ratio0.940.92
Net assets$23.1M$1.1B
Average market cap$642.0M$3.4B
Average P/E23.928.6
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureNancy Prial / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock91.79%
International stock6.13%
Fixed income0.00%
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
AXGN AxoGen Inc2.60%
USAK USA Truck Inc2.33%
NOVT Novanta Inc2.26%
PODD Insulet Corp1.71%
CUTR Cutera Inc1.60%
CDXS Codexis Inc1.58%
QNST Quinstreet Inc1.52%
HBIO Harvard Bioscience Inc1.50%
CVCO Cavco Industries Inc1.45%
USAT USA Technologies Inc1.44%