AMG Managers Skyline Special Equities Fund (SKSEX)

39.43
Net Asset Value
-0.13%
1 Day
-0.81%
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-0.03% 3 years+29.41%
3 months+3.19% 5 years+20.34%
1 year+17.64% Since inception+12.52%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+20.34%+19.87%
Expense ratio1.47%1.31%
Risk 5 year sharpe ratio1.050.96
Net assets$1.3B$851.1M
Average market cap$1.6B$2.6B
Average P/E17.819.0
Portfolio turnover39%39%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureWilliam Fiedler / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock91.12%
International stock5.75%
Cash2.79%
Fixed income0.33%
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
KFY Korn/Ferry International2.23%
ZBRA Zebra Technologies Corp2.16%
BC Brunswick Corp2.13%
AVY Avery Dennison Corp2.12%
SPR Spirit AeroSystems Holdings Inc2.01%
PLT Plantronics1.95%
FMBI First Midwest Bancorp Inc1.86%
THG Hanover Insurance Group Inc1.83%
RGA Reinsurance Group of America Inc1.82%
SYA Symetra Financial Corp1.82%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.