AMG Frontier Small Cap Growth Fund Institutional Class (MSSYX)

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 its 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+0.32% 3 years+16.22%
3 months+5.81% 5 years+15.24%
1 year+11.66% Since inception+16.20%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.24%+15.53%
Expense ratio1.24%1.40%
Risk 5 year sharpe ratio0.930.95
Net assets$37.3M$805.4M
Average market cap$2.8B$2.9B
Average P/E23.427.5
Portfolio turnover63%63%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureJames Colgan / 5 Years
Minimal initial investment$100,000.00
Minimum IRA investment$50,000.00


U.S. stock94.64%
International stock4.65%
Fixed income0.24%
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
XON Intrexon Corp4.35%
RJF Raymond James Financial Inc2.93%
WSO Watsco Inc2.91%
BDC Belden Inc2.54%
MDCO Medicines Co2.54%
MD MEDNAX Inc2.53%
AWH Allied World Assurance Company Holdings Ltd2.22%
ELLI Ellie Mae Inc2.01%
BLUE bluebird bio Inc1.97%
DDD 3D Systems Corp1.96%

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