AMG Managers Skyline Special Equities Fund Class N (SKSEX)

44.70
Net Asset Value
-0.09%
1 Day
+1.64%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.19%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks maximum 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 equity securities. It invests primarily in the common and preferred stocks of small-capitalization U.S. companies. Skyline generally considers a company to be a "small-capitalization" company if its market capitalization falls within the range of the market capitalization of companies in Russell 2000- Index at the time of purchase.

Performance

1 month+1.52% 3 years+6.38%
3 months+1.25% 5 years+10.77%
1 year+11.92% Since inception+11.92%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+10.77%+10.29%
Expense ratio1.19%1.18%
Risk 5 year sharpe ratio0.740.80
Net assets$1.2B$1.0B
Average market cap$2.1B$2.9B
Average P/E16.921.0
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureWilliam Fiedler / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock91.99%
Cash5.12%
International stock2.89%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 21.44%
Business service 15.46%
Consumer service 15.08%
Consumer goods 10.02%
Industrial materials 8.41%
Top 10 Holdings
Portfolio weighting
PLCE Childrens Place Inc2.68%
BXS Bancorpsouth Bank2.15%
BC Brunswick Corp2.14%
FOE Ferro Corp2.12%
AAN Aaron's Inc2.03%
BUSE First Busey Corp2.01%
RXN Rexnord Corp1.97%
WNS WNS (Holdings) Ltd1.96%
CBZ CBIZ Inc1.95%
MGRC McGrath RentCorp1.93%