• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up1.64% Nasdaq Up1.86%

    AMG Managers Brandywine Blue (BLUEX)

    35.23 Up 0.64(1.85%) Jun 29

    Profile as of May 30, 2016Get Profile for:
    AMG Managers Brandywine Blue
    AMG Funds I600 Steamboat Road, Suite 300Greenwich, Connecticut 06830
    Map
    Phone: 800-835-3879
    Fund Overview 
    Category:Large Growth
    Fund Family:AMG Funds
    Net Assets:161.19M
    Year-to-Date Return:1.19%
    Yield:0.23%
    Morningstar Rating:1 stars
    Fund Inception Date:Jan 10, 1991
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Scott W. Gates
    Lead Manager since Dec 31, 2010
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:N/A
    BLUEX can be purchased from 113 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund invests principally in common stocks of U.S. companies and, to a lesser extent, in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It will invest in companies in a broad range of industries and generally focuses on companies whose earnings under normal economic conditions are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios, as determined by the fund's Subadvisor.

    Fund Operations 
    Last Dividend (Dec 27, 2015) : 0.08
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 26, 2016) : 156.00%
    Average for Category:50.46%
    Fees & Expenses 
    ExpenseBLUEXCategory Avg
    Annual Report Expense Ratio (net):1.20%1.17%
    Prospectus Net Expense Ratio:1.20%N/A
    Prospectus Gross Expense Ratio:1.20%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:381505
    5 Yr Expense Projection*:660797
    10 Yr Expense Projection*:1,4551,626
    * Per $10,000 invested