AMG Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-4.3511.6116.50-5.4814.31
    Category Average-2.8111.7215.99-7.9715.28
    Assets for Each Yr*36.2534.6136.5928.1629.69
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 14.31 10.73 7.59

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $29,686 mil $2,000 0.02 99.98
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 79.42 1.05 Average
    International Stock 3.2 6.21 1.17 Average
    Municipal Bond 3.0 4.14 0.66 Average
    Taxable Bond 3.8 3.17 0.71 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Booking Holdings Inc* Consumer Cyclical 4.70 1.07
    Cisco Systems Inc* Technology 30.65 0.73
    Exxon Mobil Corp* Energy 14.46 0.55
    State Street Corporation* Financial Services -1.55 0.47
    Global Payments Inc* Industrials 46.81 0.37
    Meredith Corp* Consumer Cyclical 12.49 0.32
    Progressive Corp* Financial Services 33.37 0.27
    Werner Enterprises Inc* Industrials 13.34 0.24
    Juniper Networks Inc* Technology -3.20 0.24
    Westinghouse Air Brake Technolog* Industrials -2.39 0.24
    Bunge Ltd* Consumer Defensive 0.65 0.24
    Quest Diagnostics Inc* Healthcare 17.03 0.23
    Domtar Corp* Basic Materials 28.37 0.23
    Cars.com Inc* Consumer Cyclical 6.98 0.23
    Whirlpool Corp* Consumer Cyclical 23.77 0.22
    McDermott International Inc* Energy 15.75 0.22
    Stericycle Inc* Industrials 32.98 0.21
    AGCO Corp* Industrials 27.03 0.20
    Raymond James Financial Inc* Financial Services 14.00 0.19

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Skyline William F. Fiedler 18.10
    AMG Managers Essex S Nancy B. Prial 16.90
    AMG TimesSquare Smal Grant R. Babyak 16.10
    AMG SouthernSun Smal Michael W. Cook 15.60
    AMG TimesSquare Mid Grant R. Babyak 14.20

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AMG Managers Amundi Robert W. Aufdenspri 0.70
    AMG Managers Amundi Robert W. Aufdenspri 0.70
    AMG TimesSquare Glob Grant R. Babyak 1.00
    AMG Managers Fairpoi Thyra E. Zerhusen 1.90
    AMG Yacktman Focused Jason S. Subotky 2.30