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AMG Managers Emerging Opportunities Fund Class I (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. The adviser 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+4.65% 3 years+12.14%
3 months+8.26% 5 years+17.12%
1 year+22.18% Since inception+18.45%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+17.12%+13.02%
Expense ratio1.28%1.28%
Risk 5 year sharpe ratio1.121.04
Net assets$175.7M$1.0B
Average market cap$665.0M$3.8B
Average P/E23.529.7
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenurePeter Capouch / 9 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00


U.S. stock93.08%
International stock2.69%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
PATK Patrick Industries Inc1.92%
UEIC Universal Electronics Inc1.49%
MBUU Malibu Boats Inc1.32%
NOVT Novanta Inc1.26%
CODI Compass Diversified Holdings1.24%
FIVN Five9 Inc1.16%
IRTC Irhythm Technologies Inc1.16%
NNBR NN Inc1.15%
LGIH LGI Homes Inc1.13%
EVBG Everbridge Inc1.08%