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AMG Systematic Mid Cap Value Fund Class S (SYCSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
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"). The fund will generally invest in equity securities, which include, but are not limited to, common and preferred stock, REITs and ADRs.


1 month+0.67% 3 years+4.77%
3 months-1.02% 5 years--
1 year+15.54% Since inception+11.89%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return--+12.02%
Expense ratio0.93%1.18%
Risk 5 year sharpe ratio0.811.03
Net assets$102.5M$1.8B
Average market cap$7.6B$10.2B
Average P/E20.417.9
Portfolio turnover122%122%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureD. Kevin McCreesh / 10 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00


U.S. stock94.63%
International stock4.23%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
NTRS Northern Trust2.55%
MU Micron Technology Inc2.49%
PEG Public Service Enterprise Group Inc2.38%
SLG SL Green Realty Corp2.37%
PF Pinnacle Foods Inc2.36%
CFG Citizens Financial Group Inc2.30%
-- 2.26%
PVH PVH Corp2.15%
EGN Energen Corp2.07%
KBR KBR Inc2.04%