AMG Frontier Small Cap Growth Fund Investor Class (MSSVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in stocks of U.S. small-capitalization companies. It may retain securities that it already has purchased even if the company drops below or outgrows the capitalization range. The fund primarily invests in common stocks and may invest in stocks that are traded in the over-the-counter (OTC) market.


1 month-1.98% 3 years+14.96%
3 months+5.73% 5 years+15.21%
1 year+4.74% Since inception+14.97%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.21%+15.53%
Expense ratio1.59%1.39%
Risk 5 year sharpe ratio0.860.90
Net assets$35.5M$793.8M
Average market cap$2.6B$2.9B
Average P/E24.426.6
Portfolio turnover63%63%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureJames Colgan / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock91.83%
International stock6.66%
Fixed income2.30%
Top 5 Sectors
Portfolio weighting
Hardware 15.93%
Consumer service 14.62%
Industrial materials 13.22%
Healthcare 11.10%
Consumer goods 9.47%
Top 10 Holdings
Portfolio weighting
RJF Raymond James Financial Inc3.12%
WSO Watsco Inc2.82%
TSRA Tessera Technologies Inc2.81%
MD Mednax Inc2.74%
ALKS Alkermes PLC2.72%
WBC Wabco Holdings Inc2.47%
BDC Belden Inc2.39%
XON Intrexon Corp2.29%
AWH Allied World Assurance Co Holdings AG2.01%
CCOI Cogent Communications Holdings Inc1.87%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.