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-12.08% 3 years+19.98%
3 months-14.90% 5 years+20.52%
1 year-1.38% Since inception+13.27%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+20.52%+14.18%
Expense ratio1.22%1.30%
Risk 5 year sharpe ratio1.100.84
Net assets$805.7M$862.9M
Average market cap$3.5B$2.5B
Average P/E22.119.2
Portfolio turnover22%22%

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, Sr. / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock96.08%
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
NFX Newfield Exploration Co6.69%
CRR Carbo Ceramics Inc6.01%
ICON Iconix Brand Group Inc5.66%
DAR Darling Ingredients Inc5.47%
CLH Clean Harbors Inc5.31%
CNC Centene Corp5.22%
SAFM Sanderson Farms Inc5.10%
DBD Diebold Inc5.09%
AGCO AGCO Corp4.90%
TKR Timken Co4.68%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.