AMG Managers Brandywine Fund Class I (BRWIX)

57.72
Net Asset Value
+0.82%
1 Day
+10.94%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.10%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests principally in common stocks of U.S. companies and, to a lesser extent, in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It invests in companies in a broad range of industries and generally focuses on companies whose earnings under normal economic conditions are forecasted to grow by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios, as determined by the fund's Subadvisor.

Performance

1 month+8.18% 3 years+13.91%
3 months+23.68% 5 years+10.28%
1 year+16.04% Since inception+10.34%
Data through --

Peer Comparisonvs. Mid-cap growth

 BRWIXCategory
Performance 5-yr return+10.28%+9.92%
Expense ratio1.10%1.17%
Risk 5 year sharpe ratio0.550.55
Net assets$832.4M$2.0B
Average market cap$31.1B$15.2B
Average P/E30.432.7
Portfolio turnover145%145%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureScott Gates / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock95.54%
Cash2.70%
International stock1.76%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 25.19%
Consumer goods 18.83%
Hardware 10.37%
Energy 10.10%
Telecommunication 7.98%
Top 10 Holdings
Portfolio weighting
AMZN Amazon5.30%
TNDM Tandem Diabetes Care Inc4.58%
MSFT Microsoft4.16%
AAPL Apple3.57%
DLTR Dollar Tree Inc3.04%
SVMK SVMK Inc2.57%
ADBE Adobe2.52%
EA Electronic Arts Inc2.10%
TTD Trade Desk Inc2.03%
SPOT Spotify Technology SA2.02%