AMG Managers Skyline Special Equities Fund (SKSEX)

41.60
Net Asset Value
-0.62%
1 Day
+4.31%
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+0.65% 3 years+24.20%
3 months+3.84% 5 years+18.33%
1 year+12.68% Since inception+12.55%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+18.33%+13.72%
Expense ratio1.46%1.25%
Risk 5 year sharpe ratio0.860.76
Net assets$1.4B$913.2M
Average market cap$1.7B$2.8B
Average P/E19.520.7
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. stock89.02%
International stock5.53%
Cash5.44%
Fixed income0.01%
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 Inc2.57%
SPR Spirit AeroSystems Holdings Inc2.36%
HW Headwaters Inc2.09%
SCS Steelcase Inc2.02%
AVY Avery Dennison Corp1.97%
BXS BancorpSouth Inc1.97%
FMBI First Midwest Bancorp Inc1.94%
MAN ManpowerGroup Inc1.94%
STL Sterling Bancorp1.88%
CBZ CBIZ Inc1.87%

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