AMG Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-4.3511.5716.50-5.50--
    Category Average-2.3110.9916.51-7.703.62
    Assets for Each Yr*36.4334.7436.6828.1928.19
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.50 7.10 4.95

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $28,188 mil $2,000 0.03 99.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 74.66 1.06 Average
    International Stock 2.9 8.38 1.16 Average
    Municipal Bond 3.0 4.15 0.66 Average
    Taxable Bond 4.1 14.19 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Johnson & Johnson* Healthcare 1.27 1.68
    Microsoft Corp* Technology 6.05 1.32
    US Bancorp* Financial Services 9.89 0.67
    Sysco Corp* Consumer Defensive 0.65 0.66
    Anthem Inc* Healthcare 1.33 0.55
    Bank of New York Mellon Corp* Financial Services 11.88 0.48
    State Street Corporation* Financial Services 13.05 0.42
    Wells Fargo & Co* Financial Services 8.53 0.30
    Teradata Corp* Technology 14.65 0.28
    Molson Coors Brewing Co B* Consumer Defensive 13.28 0.26
    Progressive Corp* Financial Services 6.78 0.22
    Quest Diagnostics Inc* Healthcare 5.16 0.21
    Varian Medical Systems Inc* Healthcare 12.82 0.21
    Goldman Sachs Group Inc* Financial Services 21.25 0.19
    Raymond James Financial Inc* Financial Services 9.66 0.18
    Nuance Communications Inc* Technology 16.02 0.17
    UnitedHealth Group Inc* Healthcare 6.58 0.15
    Mastercard Inc A* Financial Services 7.25 0.14
    Lions Gate Entertainment Corp* Consumer Cyclical 13.60 0.13
    Amazon.com Inc* Consumer Cyclical 12.93 0.12

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.80
    AMG Managers Essex S Nancy B. Prial 16.60
    AMG TimesSquare Smal Grant R. Babyak 15.80
    AMG SouthernSun Smal Michael W. Cook 15.30
    AMG TimesSquare Mid Grant R. Babyak 13.90

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.30
    AMG Managers Amundi Robert W. Aufdenspri 0.30
    AMG TimesSquare Glob Grant R. Babyak 0.60
    AMG Yacktman Focused Jason S. Subotky 2.00
    AMG Managers Fairpoi Thyra E. Zerhusen 2.10