AMG Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return8.37-4.3411.5516.50-0.93
    Category Average8.89-1.689.8917.56-0.50
    Assets for Each Yr*53.7636.4934.7936.7235.74
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.93 7.09 8.91

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,741 mil $2,000 0.06 99.94
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 75.76 1.08 Average
    International Stock 3.7 9.51 1.14 Average
    Municipal Bond 3.3 3.58 0.66 Average
    Taxable Bond 4.5 12.49 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 6.75 2.84
    Procter & Gamble Co* Consumer Defensive -18.15 2.74
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 6.57 2.20
    PepsiCo Inc* Consumer Defensive -13.87 1.97
    Coca-Cola Co* Consumer Defensive -3.81 1.58
    Johnson & Johnson* Healthcare -8.75 1.53
    Oracle Corp* Technology -1.42 1.53
    Microsoft Corp* Technology 11.55 1.36
    Cisco Systems Inc* Technology 16.74 1.33
    Sysco Corp* Consumer Defensive 1.88 1.06
    US Bancorp* Financial Services -5.32 0.60
    Exxon Mobil Corp* Energy -4.63 0.46
    Bank of New York Mellon Corp* Financial Services 3.34 0.45
    Anthem Inc* Healthcare 0.80 0.43
    Hormel Foods Corp* Consumer Defensive -1.55 0.37
    Akamai Technologies Inc* Technology 9.62 0.36
    ConocoPhillips* Energy 20.38 0.36
    New York Times Co Class A* Consumer Cyclical 20.70 0.35
    Cree Inc* Technology 8.59 0.35
    Teradata Corp* Technology 6.42 0.35

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.10
    AMG Managers Essex S Nancy B. Prial 15.80
    AMG TimesSquare Smal Grant R. Babyak 15.10
    AMG SouthernSun Smal Michael W. Cook 14.60
    AMG Managers Montag Ronald E. Canakaris 14.30

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Yacktman Focused Jason S. Subotky 1.20
    AMG Managers Fairpoi Thyra E. Zerhusen 1.30
    AMG TimesSquare Emer Magnus S. Larsson 1.30
    AMG SouthernSun Glob Michael W. Cook 1.80
    AMG GW&K Small/Mid C Daniel L. Miller 2.00