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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+1.48% 3 years-0.92%
3 months+3.32% 5 years+9.23%
1 year+14.54% Since inception+10.86%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.23%+11.30%
Expense ratio1.22%1.21%
Risk 5 year sharpe ratio0.620.85
Net assets$343.6M$987.2M
Average market cap$3.8B$3.1B
Average P/E17.521.2
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Cook / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock96.33%
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
HRC Hill-Rom Holdings Inc5.62%
DAR Darling Ingredients Inc5.48%
CLH Clean Harbors Inc5.30%
SAFM Sanderson Farms Inc5.26%
EVHC Envision Healthcare Corp5.20%
BCO Brinks Co5.10%
TRN Trinity Industries Inc5.01%
THO Thor Industries Inc4.98%
NFX Newfield Exploration Co4.91%
TKR Timken Co4.76%