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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
Above Average
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-1.56% 3 years+2.28%
3 months+1.82% 5 years+11.65%
1 year+23.79% Since inception+9.56%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.65%+12.33%
Expense ratio1.58%1.32%
Risk 5 year sharpe ratio0.820.80
Net assets$27.5M$895.5M
Average market cap$555.2M$3.2B
Average P/E28.729.9
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureNancy Prial / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock89.52%
International stock7.41%
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
AXTI AXT Inc1.90%
CUTR Cutera Inc1.87%
NOVT Novanta Inc1.66%
CENTA Central Garden & Pet Co1.54%
PODD Insulet Corp1.53%
PATK Patrick Industries Inc1.52%
XTLY Xactly Corp1.48%
IVAC Intevac Inc1.47%
VCRA Vocera Communications Inc1.41%
HCKT Hackett Group Inc1.37%