AMG Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return8.37-4.3411.5516.50-1.37
    Category Average8.74-2.3110.9916.50-0.64
    Assets for Each Yr*53.7636.4934.7936.7235.40
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.37 6.88 8.55

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,403 mil $2,000 0.06 99.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 75.36 1.08 Average
    International Stock 3.9 9.96 1.14 Average
    Municipal Bond 2.5 3.56 0.66 Average
    Taxable Bond 4.4 12.48 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 9.59 2.86
    Procter & Gamble Co* Consumer Defensive -18.53 2.76
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 9.76 2.21
    PepsiCo Inc* Consumer Defensive -18.02 1.95
    Coca-Cola Co* Consumer Defensive -7.21 1.59
    Johnson & Johnson* Healthcare -10.48 1.54
    Oracle Corp* Technology -1.23 1.54
    Microsoft Corp* Technology 13.63 1.37
    Cisco Systems Inc* Technology 14.44 1.34
    Sysco Corp* Consumer Defensive 5.81 1.07
    US Bancorp* Financial Services -5.10 0.60
    Anthem Inc* Healthcare 3.38 0.47
    Exxon Mobil Corp* Energy -0.90 0.47
    Bank of New York Mellon Corp* Financial Services 6.65 0.45
    Hormel Foods Corp* Consumer Defensive -0.32 0.37
    Akamai Technologies Inc* Technology 15.84 0.36
    ConocoPhillips* Energy 27.75 0.36
    Juniper Networks Inc* Technology -5.82 0.35
    New York Times Co Class A* Consumer Cyclical 30.16 0.35
    Cree Inc* Technology 19.41 0.35

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.10
    AMG Managers Essex S Nancy B. Prial 15.90
    AMG TimesSquare Smal Grant R. Babyak 15.10
    AMG SouthernSun Smal Michael W. Cook 14.60
    AMG Managers Montag Ronald E. Canakaris 14.40

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Yacktman Focused Jason S. Subotky 1.30
    AMG Managers Fairpoi Thyra E. Zerhusen 1.40
    AMG TimesSquare Emer Magnus S. Larsson 1.40
    AMG SouthernSun Glob Michael W. Cook 1.90
    AMG GW&K Small/Mid C Daniel L. Miller 2.10