Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

AMG SouthernSun Small Cap Fund Class N (SSSFX)

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 to provide long-term capital appreciation. Under normal market conditions- the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. The fund typically invests in 20-40 companies SouthernSun believes are niche dominant- attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.


1 month+4.11% 3 years+8.61%
3 months+4.56% 5 years+9.66%
1 year+19.24% Since inception+11.03%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.66%+12.99%
Expense ratio1.22%1.20%
Risk 5 year sharpe ratio0.670.96
Net assets$353.7M$1.0B
Average market cap$4.0B$3.3B
Average P/E23.322.3
Portfolio turnover21%21%

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 & tenureMichael Cook / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock93.44%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 46.37%
Consumer goods 15.84%
Consumer service 10.23%
Business service 5.33%
Financial service 5.23%
Top 10 Holdings
Portfolio weighting
DAR Darling Ingredients Inc6.17%
BCO Brinks Co5.52%
CLH Clean Harbors Inc5.30%
DBD Diebold Nixdorf Inc5.07%
FSS Federal Signal Corp5.02%
PII Polaris Industries Inc4.95%
TRN Trinity Industries Inc4.87%
TKR Timken Co4.87%
NFX Newfield Exploration Co4.74%
HRC Hill-Rom Holdings Inc4.71%