AMG Managers Skyline Special Equities Fund (SKSEX)

40.47
Net Asset Value
-0.47%
1 Day
+1.48%
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+0.27% 3 years+18.09%
3 months+0.65% 5 years+16.82%
1 year+7.07% Since inception+12.62%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+16.82%+14.61%
Expense ratio1.47%1.28%
Risk 5 year sharpe ratio0.990.88
Net assets$1.4B$892.7M
Average market cap$1.6B$2.8B
Average P/E19.221.0
Portfolio turnover37%37%

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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

Holdings

U.S. stock89.30%
International stock6.30%
Cash4.43%
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 Inc2.29%
SCS Steelcase Inc2.16%
HW Headwaters Inc2.05%
STL Sterling Bancorp2.00%
FMBI First Midwest Bancorp Inc1.95%
AAN Aaron's Inc1.93%
KFY Korn/Ferry International1.92%
CCRN Cross Country Healthcare Inc1.91%
AVY Avery Dennison Corp1.90%
MDCA MDC Partners Inc1.89%

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