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AMG Frontier Small Cap Growth Fund Institutional Class (MSSYX)

14.52
Net Asset Value
-0.62%
1 Day
-2.88%
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-7.36% 3 years+15.76%
3 months-8.52% 5 years+15.50%
1 year+3.51% Since inception+15.10%
Data through --

Peer Comparisonvs. Small growth

 MSSYXCategory
Performance 5-yr return+15.50%+17.65%
Expense ratio1.24%1.37%
Risk 5 year sharpe ratio0.960.99
Net assets$34.9M$840.8M
Average market cap$3.1B$3.0B
Average P/E24.429.8
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

Holdings

U.S. stock98.81%
Fixed income3.05%
International stock0.25%
Cash0.00%
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
XON Intrexon Corp3.26%
ELLI Ellie Mae Inc3.25%
WSO Watsco Inc3.16%
RJF Raymond James Financial Inc3.01%
MD MEDNAX Inc2.93%
KITE Kite Pharma Inc2.56%
DXCM DexCom Inc2.40%
HLS HealthSouth Corp2.34%
AWH Allied World Assurance Company Holdings Ltd2.30%
CLDX Celldex Therapeutics Inc2.24%

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