AMG Funds Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------4.84
    Category Average8.74-2.3110.9816.515.79
    Assets for Each Yr*53.7636.4834.7836.7234.45
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.84 12.28 8.69

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $34,454 mil $2,000 0.04 99.96
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 74.36 1.07 Average
    International Stock 4.1 10.83 1.14 Average
    Municipal Bond 2.2 3.67 0.66 Average
    Taxable Bond 4.4 12.24 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 32.36 2.25
    PepsiCo Inc* Consumer Defensive -10.17 1.93
    Johnson & Johnson* Healthcare -2.32 1.59
    Microsoft Corp* Technology 25.30 1.36
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 31.73 0.72
    US Bancorp* Financial Services -1.47 0.65
    Exxon Mobil Corp* Energy 0.44 0.50
    Bank of New York Mellon Corp* Financial Services -7.26 0.43
    Tegna Inc* Consumer Cyclical -18.82 0.36
    Wells Fargo & Co* Financial Services -13.22 0.28
    Centene Corp* Healthcare 37.72 0.27
    Global Payments Inc* Industrials 12.54 0.27
    Cars.com Inc* Consumer Cyclical -13.66 0.26
    Cooper Tire & Rubber Co* Consumer Cyclical -31.10 0.24
    Northern Trust Corp* Financial Services 0.66 0.24
    Bunge Ltd* Consumer Defensive 1.42 0.23
    Progressive Corp* Financial Services 20.91 0.23
    Varian Medical Systems Inc* Healthcare -6.46 0.22
    Colgate-Palmolive Co* Consumer Defensive -15.72 0.21
    Raymond James Financial Inc* Financial Services -0.54 0.20

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 17.60
    AMG Managers Essex S Nancy B. Prial 16.30
    AMG TimesSquare Smal Grant R. Babyak 15.60
    AMG SouthernSun Smal Michael W. Cook 15.00
    AMG Managers Montag Ronald E. Canakaris 14.80

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.10
    AMG Managers Amundi Robert W. Aufdenspri 0.10
    AMG TimesSquare Glob Grant R. Babyak 0.40
    AMG Yacktman Focused Jason S. Subotky 1.70
    AMG Managers Fairpoi Thyra E. Zerhusen 1.80