AMG Managers Emerging Opportunities Fund Institutional Class (MIMFX)

45.58
Net Asset Value
+0.13%
1 Day
-5.08%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.37%
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. As of May 31, 2013, the range of market capitalizations for the Russell Microcap  Index was $30 million to $595.5 million. The fund may retain securities that it already has purchased even if the stock outgrows the capitalization limits.

Performance

1 month+1.45% 3 years--
3 months+5.10% 5 years--
1 year+12.14% Since inception+28.11%
Data through --

Peer Comparisonvs. Small growth

 MIMFXCategory
Performance 5-yr return--+19.88%
Expense ratio1.37%1.42%
Risk 5 year sharpe ratio0.920.95
Net assets$202.5M$801.2M
Average market cap$579.9M$2.7B
Average P/E21.825.1
Portfolio turnover96%96%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureDonald Longlet / 6 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$50,000.00

Holdings

U.S. stock94.10%
Cash2.90%
International stock2.82%
Fixed income0.19%
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%
CMCO Columbus McKinnon Corp1.11%
TYL Tyler Technologies Inc1.11%
PSIX Power Solutions International Inc1.07%
KONA Kona Grill Inc1.04%
ININ Interactive Intelligence Group Inc0.99%
ATRO Astronics Corp0.96%
FLDM Fluidigm Corp0.92%
CHUY Chuy's Holdings Inc0.88%
RNET RigNet Inc0.86%

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