AMG Systematic Mid Cap Value Fund Service Class (SYCSX)

14.87
Net Asset Value
+0.41%
1 Day
+5.99%
Year-to-Date
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
0.86%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mid-capitalization companies. The term "mid-capitalization companies" refers to companies with capitalizations that, at the time of purchase of securities of such companies, are within the range of capitalizations of companies in the Russell Midcap  Index (the "index").

Performance

1 month-0.34% 3 years--
3 months+5.61% 5 years--
1 year+19.25% Since inception+22.58%
Data through --

Peer Comparisonvs. Mid-cap value

 SYCSXCategory
Performance 5-yr return--+20.46%
Expense ratio0.86%1.28%
Risk 5 year sharpe ratio1.021.11
Net assets$704.1M$1.9B
Average market cap$7.4B$8.7B
Average P/E17.717.0
Portfolio turnover153%153%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureD. Kevin McCreesh / 7 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock92.63%
International stock6.10%
Cash1.75%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LVLT Level 3 Communications Inc2.60%
BMR BioMed Realty Trust Inc2.26%
ATO Atmos Energy Corp2.22%
RJF Raymond James Financial Inc2.13%
AEE Ameren Corp2.12%
ALSN Allison Transmission Holdings Inc2.04%
LPT Liberty Property Trust1.97%
XEC Cimarex Energy Co1.86%
CBG CBRE Group Inc1.81%
-- Precision Drilling Corp1.71%

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