AMG Managers Skyline Special Equities Fund (SKSEX)

40.57
Net Asset Value
+1.10%
1 Day
+1.73%
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+6.43% 3 years+20.38%
3 months+4.04% 5 years+18.25%
1 year+7.03% Since inception+12.41%
Data through --

Peer Comparisonvs. Small blend

 SKSEXCategory
Performance 5-yr return+18.25%+14.61%
Expense ratio1.47%1.28%
Risk 5 year sharpe ratio0.980.87
Net assets$1.3B$849.5M
Average market cap$1.5B$2.6B
Average P/E17.819.9
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

Holdings

U.S. stock89.82%
International stock6.26%
Cash3.61%
Fixed income0.31%
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 Inc2.31%
HW Headwaters Inc2.17%
SCS Steelcase Inc2.05%
STL Sterling Bancorp2.02%
AAN Aaron's Inc1.99%
AVY Avery Dennison Corp1.96%
RGA Reinsurance Group of America Inc1.95%
BERY Berry Plastics Group Inc1.89%
KFY Korn/Ferry International1.88%
FMBI First Midwest Bancorp Inc1.85%

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