AMG Systematic Mid Cap Value Fund Service Class (SYCSX)

13.98
Net Asset Value
+0.29%
1 Day
+1.75%
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-0.57% 3 years--
3 months+0.94% 5 years--
1 year+6.45% Since inception+18.47%
Data through --

Peer Comparisonvs. Mid-cap value

 SYCSXCategory
Performance 5-yr return--+15.05%
Expense ratio0.86%1.27%
Risk 5 year sharpe ratio0.890.99
Net assets$664.9M$1.9B
Average market cap$9.6B$9.6B
Average P/E18.018.2
Portfolio turnover153%153%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureD. Kevin McCreesh / 8 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00

Holdings

U.S. stock93.12%
International stock6.14%
Cash0.98%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RJF Raymond James Financial Inc2.34%
CBG CBRE Group Inc2.30%
ALSN Allison Transmission Holdings Inc2.26%
WBS Webster Financial Corp2.23%
HIG Hartford Financial Services Group Inc2.13%
STI SunTrust Banks Inc2.00%
HCA HCA Holdings Inc1.99%
ANTM WellPoint1.76%
TSN Tyson Foods Inc1.73%
LPT Liberty Property Trust1.72%

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