AMG Managers Emerging Opportunities Fund Institutional Class (MIMFX)

43.79
Net Asset Value
-1.26%
1 Day
-0.39%
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+2.78% 3 years+19.05%
3 months+4.53% 5 years--
1 year-1.93% Since inception+27.23%
Data through --

Peer Comparisonvs. Small growth

 MIMFXCategory
Performance 5-yr return--+15.53%
Expense ratio1.36%1.40%
Risk 5 year sharpe ratio0.970.95
Net assets$205.2M$805.4M
Average market cap$597.3M$2.7B
Average P/E22.826.0
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. stock96.43%
Cash1.96%
International stock1.61%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
UEIC Universal Electronics Inc1.45%
CMCO Columbus McKinnon Corp1.26%
KONA Kona Grill Inc1.17%
RENT Rentrak Corp1.07%
TYL Tyler Technologies Inc1.07%
QLYS Qualys Inc1.04%
USPH U.S. Physical Therapy Inc0.90%
CSII Cardiovascular Systems Inc0.90%
CODI Compass Diversified Holdings0.89%
AZZ AZZ Inc0.88%

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