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AMG Managers Emerging Opportunities Fund Institutional Class (MIMFX)

42.94
Net Asset Value
+1.37%
1 Day
-2.32%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.36%
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.

Performance

1 month-4.19% 3 years+17.74%
3 months-5.15% 5 years--
1 year+5.25% Since inception+24.54%
Data through --

Peer Comparisonvs. Small growth

 MIMFXCategory
Performance 5-yr return--+17.65%
Expense ratio1.36%1.37%
Risk 5 year sharpe ratio0.980.99
Net assets$202.5M$840.8M
Average market cap$638.3M$3.0B
Average P/E21.829.8
Portfolio turnover98%98%

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Fund Management and Purchase Info

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

Holdings

U.S. stock94.04%
International stock2.48%
Cash2.37%
Fixed income1.11%
Other0.00%
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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