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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-5.24% 3 years+7.03%
3 months+7.38% 5 years+7.15%
1 year-18.27% Since inception+8.92%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+7.15%+6.48%
Expense ratio1.54%1.34%
Risk 5 year sharpe ratio0.430.43
Net assets$27.3M$811.2M
Average market cap$572.3M$2.8B
Average P/E16.124.6
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. stock93.41%
International stock5.55%
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
SUPN Supernus Pharmaceuticals Inc1.92%
LYTS LSI Industries Inc1.90%
BANC Banc of California Inc1.88%
PFSW PFSweb Inc1.81%
SSNI Silver Spring Networks Inc1.77%
HCKT Hackett Group Inc1.74%
OCLR Oclaro Inc1.66%
NLS Nautilus Inc1.59%
CVCO Cavco Industries Inc1.58%
LOGM LogMeIn Inc1.54%

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