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AMG SouthernSun Small Cap Investor

SSSFX
21.16
+0.24
+1.15%
9/30/2016
5 Years
  • Previous Close

    20.92

  • Net Assets

    139.94M

  • Yield

    0.11%

  • Front load

    None

  • Expenses

    1.18%

  • Category

    Small Blend

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

AMG Funds

Fund Style

Open

Fund Manager

Michael Cook

Investment Style

Medium Blend

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. The fund's portfolio typically invests in 20-40 companies SouthernSun believes are niche dominant, attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP NA

Inception

10/1/2003

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