AMG Managers Emerging Opportunities Fund Class N (MMCFX)

46.81
Net Asset Value
+0.97%
1 Day
+1.96%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.53%
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.

Performance

1 month-2.72% 3 years+10.80%
3 months+4.02% 5 years+14.87%
1 year+24.56% Since inception+13.23%
Data through --

Peer Comparisonvs. Small growth

 MMCFXCategory
Performance 5-yr return+14.87%+13.96%
Expense ratio1.53%1.28%
Risk 5 year sharpe ratio1.030.98
Net assets$176.4M$1.1B
Average market cap$699.0M$4.0B
Average P/E23.532.3
Portfolio turnover58%58%

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Fund Management and Purchase Info

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

Holdings

U.S. stock92.98%
Cash3.74%
International stock2.28%
Other1.00%
Fixed income0.00%
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 Inc2.03%
CMCO Columbus McKinnon Corp1.50%
LGIH LGI Homes Inc1.30%
IRTC Irhythm Technologies Inc1.30%
NOVT Novanta Inc1.26%
FIVN Five9 Inc1.21%
UEIC Universal Electronics Inc1.20%
NVEE NV5 Global Inc1.16%
MBUU Malibu Boats Inc1.14%
NNBR NN Inc1.13%