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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+5.95% 3 years+21.07%
3 months+3.46% 5 years+12.91%
1 year+1.49% Since inception+9.86%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.91%+12.11%
Expense ratio1.54%1.37%
Risk 5 year sharpe ratio0.780.78
Net assets$34.6M$770.2M
Average market cap$606.2M$2.8B
Average P/E22.526.9
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureNancy Prial / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock91.80%
International stock3.00%
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
USCR US Concrete Inc1.89%
SUPN Supernus Pharmaceuticals Inc1.88%
SIGM Sigma Designs Inc1.87%
PFSW PFSweb Inc1.86%
HCKT Hackett Group Inc1.81%
CVCO Cavco Industries Inc1.61%
LOGM LogMeIn Inc1.59%
PFPT Proofpoint Inc1.59%
SSNI Silver Spring Networks Inc1.49%
LYTS LSI Industries Inc1.47%