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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+2.79% 3 years+9.77%
3 months+5.67% 5 years+16.91%
1 year+21.53% Since inception+10.52%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.91%+13.02%
Expense ratio1.58%1.28%
Risk 5 year sharpe ratio1.131.04
Net assets$29.3M$1.0B
Average market cap$660.2M$3.8B
Average P/E24.829.4
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. stock91.09%
International stock5.38%
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
ESIO Electro Scientific Industries Inc2.05%
NOVT Novanta Inc1.89%
AXGN AxoGen Inc1.81%
AXTI AXT Inc1.77%
BZH Beazer Homes USA Inc1.74%
LNTH Lantheus Holdings Inc1.72%
CUTR Cutera Inc1.70%
CORT Corcept Therapeutics Inc1.65%
DWCH Datawatch Corp1.46%
PATK Patrick Industries Inc1.43%