AMG Managers Emerging Opportunities Fund Class N (MMCFX)

53.53
Net Asset Value
+0.79%
1 Day
+16.60%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.51%
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 drops below or outgrows the capitalization limits.

Performance

1 month+7.79% 3 years+13.23%
3 months+10.81% 5 years+14.86%
1 year+35.36% Since inception+13.44%
Data through --

Peer Comparisonvs. Small growth

 MMCFXCategory
Performance 5-yr return+14.86%+11.88%
Expense ratio1.51%1.26%
Risk 5 year sharpe ratio0.950.90
Net assets$187.5M$1.1B
Average market cap$762.1M$3.7B
Average P/E24.426.5
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenurePeter Capouch / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock94.18%
International stock3.19%
Cash2.63%
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
PATK Patrick Industries Inc1.64%
NOVT Novanta Inc1.53%
CMCO Columbus McKinnon Corp1.47%
MBUU Malibu Boats Inc1.45%
IRTC Irhythm Technologies Inc1.35%
EVBG Everbridge Inc1.31%
USAP Universal Stainless & Alloy Products Inc1.19%
FIVN Five9 Inc1.11%
CODI Compass Diversified Holdings1.09%
NNBR NN Inc1.02%