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AMG Systematic Large Cap Value Fund Class N (MSYAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
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. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. The adviser generally considers a security to be a large-capitalization security if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell 1000 ® Index (the "index"). It will generally invest in equity securities, which include, but are not limited to, common and preferred stock, REITs, and ADRs.


1 month+0.03% 3 years+8.42%
3 months+2.02% 5 years+11.47%
1 year+21.10% Since inception+5.80%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+11.47%+12.23%
Expense ratio1.24%1.05%
Risk 5 year sharpe ratio0.981.17
Net assets$5.2M$2.7B
Average market cap$46.9B$89.1B
Average P/E19.518.8
Portfolio turnover141%141%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureD. Kevin McCreesh / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock89.86%
International stock0.98%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 27.16%
Industrial materials 16.86%
Energy 13.48%
Consumer goods 9.46%
Healthcare 9.42%
Top 10 Holdings
Portfolio weighting
BAC Bank of America4.26%
C Citigroup3.32%
JPM JPMorgan Chase3.30%
JNJ Johnson & Johnson2.36%
CVX Chevron2.36%
MRK Merck2.34%
PNC PNC Financial Services Group2.25%
MSFT Microsoft2.11%
KEY KeyCorp1.91%
T AT&T1.85%