AMG SouthernSun Small Cap Investor
(SSSFX)
US Markets Closed
AdChoices
27.13
+0.03
+0.11%
:

Previous Close

27.10

Net Assets

341.15M

Yield

0.00%

Front load

None

Expenses

1.22%

Category

Small Blend

Morningstar Risk

High

Morningstar Rating ★★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • SSSFX

  • Category

    • 2013

    • 41.98%

    • -

    • 2012

    • 18.97%

    • -

    • 2011

    • 5.76%

    • -

    • 2010

    • 48.35%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 12.95%

      • 11.88%

      • 12.38%

      • Q2

      • 2.08%

      • -7.67%

      • -0.90%

      • Q3

      • 13.31%

      • 6.39%

      • -21.01%

      • Q4

      • 8.68%

      • 8.25%

      • 20.22%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Darling Ingredients Inc

        • 5.43

        • 2,337,035

        • 0

        • Iconix Brand Group Inc

        • 5.37

        • 1,124,000

        • -54,355

        • Carbo Ceramics Inc

        • 5.29

        • 308,330

        • -40,020

        • Sanderson Farms Inc

        • 5.07

        • 468,560

        • 0

        • Centene Corp

        • 4.98

        • 591,515

        • -24,705

        • Diebold Inc

        • 4.97

        • 1,111,531

        • -19,800

        • AGCO Corp

        • 4.73

        • 756,496

        • -21,479

        • Chicago Bridge & Iron Company

        • 4.71

        • 620,570

        • 108,100

        • URS Corp

        • 4.58

        • 898,675

        • 0

        • Clean Harbors Inc

        • 4.55

        • 636,835

        • -101,165

        • Name

        • Rating

        • YTD Return %

          • Nuveen NWQ Small-Cap Value R3

          • ★★★★★
          • -3.09

          • Vulcan Value Partners Small Cap

          • ★★★★★
          • -3.38

          • Nuveen NWQ Small-Cap Value I

          • ★★★★★
          • -2.72

          • AMG SouthernSun Small Cap Investor

          • ★★★★★
          • -4.53

          • Nationwide HighMark Sm Cp Core InSvc

          • ★★★★★
          • 0.99

          • Westwood SmallCap Value Institutional

          • ★★★★★
          • -1.57

          • Vanguard Strategic Small-Cap Equity Inv

          • ★★★★★
          • 2.24

          • PIMCO Small Cap StocksPLUS® AR Strt Inst

          • ★★★★★
          • -2.01

          • American Century NT Small Company Instl

          • ★★★★★
          • -1.47

          • Hancock Horizon Burkenroad Small Ca A LW

          • ★★★★★
          • -3.38

          • Name

          • SSSFX

          • Category

            • Expense Ratio

            • 1.22%

            • 1.27%

            • Net Assets

            • 341.15M

            • 311.05M

            • Dividend Yield

            • 0.99%

            • 1.54

            • Price/Book

            • 2.12

            • 1.86

            • Price/Sales

            • 0.82

            • 0.78

            • Price/Cash Flow

            • 8.55

            • 5.78

            Profile

            Name of Issuer

            AMG Funds

            Fund Style

            Open

            Fund Manager

            Michael Cook, Sr.

            Investment Style

            Small Blend

            The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of smaller capitalization ("small cap") U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The managers define small cap securities to include securities of issuers with a market capitalization at the time of purchase within the capitalization range of companies in the Russell 2000® Index during the most recent 12 month period (based on month-end data). It is non-diversified.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            10/1/2003