You are using an older browser version. Please use a supported version for the best MSN experience.

AMG Managers Fairpointe Mid Cap N

CHTTX
42.60
+0.32
+0.76%
6/23/2017
5 Years
  • Previous Close

    42.28

  • Net Assets

    1.50B

  • Yield

    0.30%

  • Front load

    None

  • Expenses

    1.12%

  • Category

    Mid-Cap Value

  • Morningstar Risk

    High

  • Morningstar Rating ★★★★
Profile

Name of Issuer

AMG Funds

Fund Style

Open

Fund Manager

Marie Lorden

Investment Style

Medium Value

The investment seeks long-term total return through capital appreciation by investing primarily in common and preferred stocks and convertible securities. The fund invests at least 80% of its assets in stocks of mid-cap companies with an improving revenue and earnings growth outlook. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap® Index. The subadviser selects stocks based on bottom-up fundamental analysis.

Purchase Information

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

Inception

9/19/1994

AdChoices
AdChoices
image beaconimage beaconimage beacon