AMG Managers Emerging Opportunities Fund Service Class (MMCFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
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.


1 month-2.57% 3 years+18.60%
3 months-4.27% 5 years+15.11%
1 year-4.42% Since inception+13.16%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.11%+14.84%
Expense ratio1.62%1.41%
Risk 5 year sharpe ratio0.850.85
Net assets$192.1M$805.6M
Average market cap$541.8M$2.6B
Average P/E21.124.8
Portfolio turnover96%96%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureDonald Longlet / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock94.78%
International stock2.28%
Fixed income0.81%
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 Inc1.54%
TYL Tyler Technologies Inc1.09%
RNET RigNet Inc1.08%
CMCO Columbus McKinnon Corp1.03%
KONA Kona Grill Inc1.00%
FLDM Fluidigm Corp0.91%
ATRO Astronics Corp0.90%
GBX Greenbrier Companies Inc0.89%
CODI Compass Diversified Holdings0.86%
QLYS Qualys Inc0.85%

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