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AMG SouthernSun Small Cap Fund Investor Shares (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. The fund seeks to achieve its investment objective by investing primarily in common stocks of smaller capitalization ("small cap") U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The managers define small cap securities to include securities of issuers with a market capitalization at the time of purchase within the capitalization range of companies in the Russell 2000  Index during the most recent 12 month period (based on month-end data). It is non-diversified.


1 month+0.86% 3 years+8.19%
3 months-1.29% 5 years+10.96%
1 year-14.95% Since inception+10.72%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.96%+10.94%
Expense ratio1.20%1.24%
Risk 5 year sharpe ratio0.730.77
Net assets$492.1M$798.4M
Average market cap$2.9B$2.6B
Average P/E18.319.7
Portfolio turnover24%24%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Cook, Sr. / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock97.21%
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
AGCO AGCO Corp5.71%
DAR Darling Ingredients Inc5.27%
CNC Centene Corp5.16%
CBI Chicago Bridge & Iron Company NV5.10%
CLH Clean Harbors Inc5.09%
TFM Fresh Market Inc5.05%
DBD Diebold Inc4.86%
AMSG AmSurg Corp4.73%
ICON Iconix Brand Group Inc4.57%
NFX Newfield Exploration Co4.26%