AMG Managers Emerging Opportunities Fund Service Class (MMCFX)

44.64
Net Asset Value
+0.74%
1 Day
+2.03%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.61%
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-1.24% 3 years+17.86%
3 months+7.70% 5 years+15.48%
1 year+9.40% Since inception+13.65%
Data through --

Peer Comparisonvs. Small growth

 MMCFXCategory
Performance 5-yr return+15.48%+15.12%
Expense ratio1.61%1.39%
Risk 5 year sharpe ratio0.920.89
Net assets$209.7M$821.3M
Average market cap$588.5M$2.9B
Average P/E21.027.7
Portfolio turnover98%98%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureThomas Press / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock95.32%
Cash3.38%
International stock1.52%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 14.03%
Hardware 13.20%
Business service 12.32%
Consumer service 11.85%
Healthcare 11.15%
Top 10 Holdings
Portfolio weighting
UEIC Universal Electronics Inc1.56%
FLDM Fluidigm Corp1.23%
CMCO Columbus McKinnon Corp1.15%
KONA Kona Grill Inc1.08%
QLYS Qualys Inc1.05%
CSII Cardiovascular Systems Inc1.01%
TYL Tyler Technologies Inc1.01%
RENT Rentrak Corp0.99%
HZO MarineMax Inc0.90%
LBY Libbey Inc0.88%

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