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AMG Managers Fairpointe Mid Cap N

CHTTX
43.76
+0.31
+0.71%
2/21/2017
5 Years
  • Previous Close

    43.45

  • Net Assets

    1.62B

  • 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 manager defines a mid-cap company as one having a market capitalization of between $1 and $15 billion at the time of acquisition. The sub-adviser selects stocks based on bottom-up fundamental analysis. Important investment criteria include: Focused business franchise with ability to grow market share, Attractive valuation, Low relative leverage, and Experienced management.

Purchase Information

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

Inception

9/19/1994

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