AMG Managers Skyline Special Equities Fund (SKSEX)

40.88
Net Asset Value
-1.61%
1 Day
+2.51%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.47%
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+0.79% 3 years+20.01%
3 months+6.10% 5 years+15.86%
1 year+8.68% Since inception+12.67%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+15.86%+13.72%
Expense ratio1.47%1.27%
Risk 5 year sharpe ratio0.930.84
Net assets$1.4B$917.7M
Average market cap$1.7B$2.9B
Average P/E19.621.3
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. stock89.59%
International stock6.10%
Cash4.54%
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
SPR Spirit AeroSystems Holdings Inc2.38%
HW Headwaters Inc2.14%
SCS Steelcase Inc2.13%
AAN Aaron's Inc2.04%
KFY Korn/Ferry International2.01%
FMBI First Midwest Bancorp Inc1.94%
MAN ManpowerGroup Inc1.93%
STL Sterling Bancorp1.91%
CBZ CBIZ Inc1.89%
BXS BancorpSouth Inc1.85%

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