AMG Funds Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return8.39-4.3511.5716.500.92
    Category Average8.74-2.3110.9916.510.04
    Assets for Each Yr*53.7336.4334.7436.6931.71
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.92 8.69 6.75

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $31,705 mil $2,000 0.03 99.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 75.48 1.07 Average
    International Stock 3.2 9.16 1.14 Average
    Municipal Bond 2.5 3.77 0.66 Average
    Taxable Bond 4.3 12.68 0.76 Average
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 44.43 2.39
    Cisco Systems Inc* Technology 26.29 0.77
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 43.32 0.77
    Bank of New York Mellon Corp* Financial Services -8.84 0.45
    Juniper Networks Inc* Technology 2.39 0.40
    Hormel Foods Corp* Consumer Defensive 26.19 0.30
    Wells Fargo & Co* Financial Services -18.61 0.30
    AGCO Corp* Industrials -21.42 0.25
    Patterson Companies Inc* Healthcare -33.43 0.25
    Bunge Ltd* Consumer Defensive -8.24 0.24
    Jabil Inc* Technology -11.73 0.23
    Progressive Corp* Financial Services 15.74 0.22
    Extended Stay America Inc* Consumer Cyclical -6.16 0.15
    Scholastic Corp* Consumer Cyclical 9.37 0.15
    Donaldson Co Inc* Industrials -0.33 0.14
    Abbott Laboratories* Healthcare 29.05 0.13
    Brunswick Corp* Consumer Cyclical -8.06 0.11
    Five Below Inc* Consumer Cyclical 52.90 0.11
    Qualcomm Inc* Technology -6.04 0.11
    Sarepta Therapeutics Inc* Healthcare 124.89 0.11

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

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

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.70
    AMG Managers Essex S Nancy B. Prial 16.50
    AMG TimesSquare Smal Grant R. Babyak 15.70
    AMG SouthernSun Smal Michael W. Cook 15.20
    AMG Managers Montag Ronald E. Canakaris 14.00

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.20
    AMG Managers Amundi Robert W. Aufdenspri 0.20
    AMG TimesSquare Glob Grant R. Babyak 0.50
    AMG Yacktman Focused Jason S. Subotky 1.90
    AMG Managers Fairpoi Thyra E. Zerhusen 2.00