AMG SouthernSun Small Cap Fund Class I (SSSIX)

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-0.24% 3 years+3.07%
3 months-4.21% 5 years+6.68%
1 year+5.73% Since inception+14.20%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+6.68%+12.99%
Expense ratio0.97%1.19%
Risk 5 year sharpe ratio0.510.83
Net assets$324.8M$1.0B
Average market cap$4.0B$3.0B
Average P/E25.621.5
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Cook / 14 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00


U.S. stock92.86%
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 Inc6.55%
TRN Trinity Industries Inc5.57%
CLH Clean Harbors Inc5.43%
BCO Brinks Co5.26%
MUSA Murphy USA Inc5.15%
NFX Newfield Exploration Co5.13%
HRC Hill-Rom Holdings Inc5.04%
PII Polaris Industries Inc5.03%
TKR Timken Co5.02%
FSS Federal Signal Corp4.83%