AMG Managers Skyline Special Equities Fund (SKSEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+2.46% 3 years+25.77%
3 months+0.13% 5 years+18.24%
1 year+14.02% Since inception+12.70%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+18.24%+19.87%
Expense ratio1.47%1.30%
Risk 5 year sharpe ratio1.050.97
Net assets$1.3B$873.7M
Average market cap$1.6B$2.7B
Average P/E17.720.0
Portfolio turnover39%39%

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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


U.S. stock89.70%
International stock5.73%
Fixed income0.00%
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 Inc2.30%
KFY Korn/Ferry International2.23%
BC Brunswick Corp2.21%
AVY Avery Dennison Corp2.10%
HW Headwaters Inc2.08%
PLT Plantronics1.93%
MGRC McGrath RentCorp1.88%
FMBI First Midwest Bancorp Inc1.88%
HI Hillenbrand Inc1.88%
WGO Winnebago Industries1.84%

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