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AMG Frontier Small Cap Growth Fund Institutional Class (MSSYX)

9.16
Net Asset Value
-3.78%
1 Day
-16.27%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.24%
Expense Ratio
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 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.

Performance

1 month-11.03% 3 years+5.20%
3 months-14.90% 5 years+4.47%
1 year-18.33% Since inception+9.08%
Data through --

Peer Comparisonvs. Small growth

 MSSYXCategory
Performance 5-yr return+4.47%+9.40%
Expense ratio1.24%1.35%
Risk 5 year sharpe ratio0.370.49
Net assets$22.1M$756.9M
Average market cap$2.7B$2.8B
Average P/E25.324.3
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureJames Colgan / 6 Years
Minimal initial investment$100,000.00
Minimum IRA investment$50,000.00

Holdings

U.S. stock98.75%
International stock0.65%
Cash0.60%
Fixed income0.00%
Other0.00%
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
WSO Watsco Inc3.50%
RJF Raymond James Financial Inc2.89%
SBNY Signature Bank2.87%
HAWK Blackhawk Network Holdings Inc2.71%
MTZ MasTec Inc2.66%
LKQ LKQ Corp2.25%
JKHY Jack Henry & Associates Inc2.12%
TWOU 2U Inc1.93%
KAR KAR Auction Services Inc1.91%
BECN Beacon Roofing Supply Inc1.88%

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