AMG Managers Emerging Opportunities Fund Institutional Class (MIMFX)

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. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. micro-cap stocks. It generally considers a stock to be a micro-cap stock if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap ® Index. The fund may retain securities that it already has purchased even if the stock outgrows the capitalization limits.


1 month-4.34% 3 years+21.50%
3 months-3.08% 5 years--
1 year+11.28% Since inception+25.85%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+17.65%
Expense ratio1.36%1.37%
Risk 5 year sharpe ratio1.061.05
Net assets$208.0M$835.3M
Average market cap$638.3M$2.9B
Average P/E21.828.2
Portfolio turnover98%98%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Gardner / 7 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$50,000.00


U.S. stock94.04%
International stock2.48%
Fixed income1.11%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
UEIC Universal Electronics Inc1.26%
GLUU Glu Mobile Inc1.17%
CMCO Columbus McKinnon Corp1.10%
KONA Kona Grill Inc1.03%
TYL Tyler Technologies Inc1.02%
FLDM Fluidigm Corp1.02%
LBY Libbey Inc1.01%
TWOU 2U Inc0.91%
USPH U.S. Physical Therapy Inc0.91%
AZZ AZZ Inc0.88%

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