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AMG Managers Skyline Special Equities Fund (SKSEX)

38.46
Net Asset Value
+1.24%
1 Day
-3.56%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.46%
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-4.85% 3 years+18.57%
3 months-6.85% 5 years+17.38%
1 year-1.05% Since inception+12.45%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+17.38%+15.95%
Expense ratio1.46%1.25%
Risk 5 year sharpe ratio1.010.90
Net assets$1.4B$885.8M
Average market cap$1.6B$2.8B
Average P/E19.220.6
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureWilliam Fiedler / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock90.24%
International stock5.13%
Cash4.75%
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
AAN Aaron's Inc2.68%
STL Sterling Bancorp2.15%
SPR Spirit AeroSystems Holdings Inc2.11%
HW Headwaters Inc2.07%
SCS Steelcase Inc2.05%
CBZ CBIZ Inc2.02%
WNS WNS (Holdings) Ltd1.96%
MAN ManpowerGroup Inc1.87%
FMBI First Midwest Bancorp Inc1.87%
BXS BancorpSouth Inc1.86%

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