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AMG Systematic Mid Cap Value Fund Class I (SYIMX)

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+2.56% 3 years+7.40%
3 months+11.36% 5 years+12.69%
1 year+15.07% Since inception+7.70%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+12.69%+12.71%
Expense ratio0.91%1.14%
Risk 5 year sharpe ratio0.951.13
Net assets$87.8M$1.8B
Average market cap$8.0B$10.3B
Average P/E21.718.4
Portfolio turnover146%146%

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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. stock95.76%
International stock3.48%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 27.51%
Industrial materials 15.16%
Consumer goods 12.60%
Energy 11.91%
Utilities 8.19%
Top 10 Holdings
Portfolio weighting
CFG Citizens Financial Group Inc3.07%
PEG Public Service Enterprise Group Inc2.98%
KBR KBR Inc2.48%
EGN Energen Corp2.46%
PVH PVH Corp2.45%
UNM Unum Group2.38%
CMA Comerica Inc2.31%
ATH Athene Holding Ltd2.12%
PF Pinnacle Foods Inc2.08%
LAZ Lazard Ltd2.02%