AMG Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return8.37-4.3411.5616.501.74
    Category Average8.74-2.3110.9816.511.60
    Assets for Each Yr*53.7636.4834.7836.7235.25
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.74 8.54 8.94

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,248 mil $2,000 0.06 99.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 74.96 1.08 Average
    International Stock 4.3 10.42 1.14 Average
    Municipal Bond 3.0 3.62 0.66 Average
    Taxable Bond 4.4 12.23 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 38.26 2.83
    Procter & Gamble Co* Consumer Defensive -12.15 2.72
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 38.83 2.19
    PepsiCo Inc* Consumer Defensive -4.58 1.93
    Coca-Cola Co* Consumer Defensive -0.78 1.57
    Johnson & Johnson* Healthcare -8.62 1.52
    Oracle Corp* Technology 3.66 1.52
    Microsoft Corp* Technology 24.23 1.36
    Sysco Corp* Consumer Defensive 18.26 1.05
    Exxon Mobil Corp* Energy 1.51 0.46
    Hormel Foods Corp* Consumer Defensive 4.82 0.37
    Akamai Technologies Inc* Technology 18.88 0.36
    ConocoPhillips* Energy 32.21 0.36
    Cree Inc* Technology 22.75 0.35
    Teradata Corp* Technology 11.83 0.35
    Juniper Networks Inc* Technology -0.98 0.34
    AGCO Corp* Industrials -15.05 0.31
    Stericycle Inc* Industrials 1.28 0.31
    Tegna Inc* Consumer Cyclical -14.13 0.30
    Varian Medical Systems Inc* Healthcare 4.69 0.29

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.30
    AMG Managers Essex S Nancy B. Prial 16.10
    AMG TimesSquare Smal Grant R. Babyak 15.30
    AMG SouthernSun Smal Michael W. Cook 14.80
    AMG Managers Montag Ronald E. Canakaris 14.50

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG TimesSquare Glob Grant R. Babyak 0.10
    AMG Yacktman Focused Jason S. Subotky 1.50
    AMG Managers Fairpoi Thyra E. Zerhusen 1.60
    AMG TimesSquare Emer Magnus S. Larsson 1.60
    AMG SouthernSun Glob Michael W. Cook 2.00