AMG Funds Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return8.38-4.3411.5616.50-0.71
    Category Average8.74-2.3110.9816.51-1.61
    Assets for Each Yr*53.7636.4834.7836.7231.80
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.71 8.04 6.78

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $31,796 mil $2,000 0.04 99.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 74.83 1.07 Average
    International Stock 3.5 9.64 1.14 Average
    Municipal Bond 2.5 3.87 0.66 Average
    Taxable Bond 4.5 12.93 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    Procter & Gamble Co* Consumer Defensive 3.98 2.97
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 40.53 2.25
    PepsiCo Inc* Consumer Defensive -0.24 1.93
    Oracle Corp* Technology 5.71 1.61
    Johnson & Johnson* Healthcare 6.11 1.59
    Coca-Cola Co* Consumer Defensive 11.25 1.56
    Microsoft Corp* Technology 26.41 1.36
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 40.25 0.72
    US Bancorp* Financial Services 0.58 0.65
    Bank of New York Mellon Corp* Financial Services -8.99 0.43
    Juniper Networks Inc* Technology 1.51 0.37
    McDermott International Inc* Energy -58.51 0.37
    Tegna Inc* Consumer Cyclical -9.30 0.36
    AGCO Corp* Industrials -20.68 0.28
    Wells Fargo & Co* Financial Services -11.01 0.28
    Teradata Corp* Technology -2.13 0.27
    Cars.com Inc* Consumer Cyclical -11.13 0.26
    Meredith Corp* Consumer Cyclical -11.26 0.26
    New York Times Co Class A* Consumer Cyclical 43.35 0.25
    Northern Trust Corp* Financial Services -2.13 0.24

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Highest Expenses | More
    11-12-18

    Longest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.60
    AMG Managers Essex S Nancy B. Prial 16.40
    AMG TimesSquare Smal Grant R. Babyak 15.60
    AMG SouthernSun Smal Michael W. Cook 15.10
    AMG Managers Montag Ronald E. Canakaris 13.90

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.10
    AMG Managers Amundi Robert W. Aufdenspri 0.10
    AMG TimesSquare Glob Grant R. Babyak 0.50
    AMG Yacktman Focused Jason S. Subotky 1.80
    AMG Managers Fairpoi Thyra E. Zerhusen 1.90