AMG Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-4.3211.5616.51-5.469.12
    Category Average-2.7811.6715.99-7.959.09
    Assets for Each Yr*35.7434.4436.4728.0927.93
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.12 8.81 6.19

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $27,925 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 78.68 1.04 Average
    International Stock 3.1 5.97 1.17 Average
    Municipal Bond 3.0 4.54 0.66 Average
    Taxable Bond 3.5 3.36 0.71 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Comcast Corp Class A* Communication Services 27.64 0.36
    Progressive Corp* Financial Services 39.14 0.28
    LKQ Corp* Consumer Cyclical 10.96 0.28
    Booz Allen Hamilton Holding Corp* Industrials 45.68 0.25
    Northern Trust Corp* Financial Services 4.80 0.25
    Cars.com Inc* Consumer Cyclical 0.84 0.24
    Werner Enterprises Inc* Industrials 15.44 0.24
    Juniper Networks Inc* Technology 1.23 0.24
    McDermott International Inc* Energy 16.67 0.22
    AGCO Corp* Industrials 34.63 0.20
    Nuance Communications Inc* Technology 26.38 0.17
    CBRE Group Inc* RealEstate 25.45 0.17
    Abbott Laboratories* Healthcare 16.22 0.15
    Extended Stay America Inc* Consumer Cyclical 13.29 0.15
    Lions Gate Entertainment Corp* Consumer Cyclical -25.34 0.15
    SBA Communications Corp* RealEstate 41.79 0.14
    Tandem Diabetes Care Inc* Healthcare 70.29 0.14
    Thermo Fisher Scientific Inc* Healthcare 29.40 0.13
    Goldman Sachs Group Inc* Financial Services 17.71 0.13
    Lions Gate Entertainment Corp B* Consumer Cyclical -24.87 0.12

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 18.20
    AMG Managers Essex S Nancy B. Prial 17.00
    AMG TimesSquare Smal Grant R. Babyak 16.20
    AMG SouthernSun Smal Michael W. Cook 15.70
    AMG TimesSquare Mid Grant R. Babyak 14.30

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.70
    AMG Managers Amundi Robert W. Aufdenspri 0.70
    AMG TimesSquare Glob Grant R. Babyak 1.10
    AMG Managers Fairpoi Thyra E. Zerhusen 2.00
    AMG Yacktman Focused Jason S. Subotky 2.40