Nasdaq - Delayed Quote • USD
AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund (BWAFX)
As of June 2 at 8:01 PM EDT. Market Open.
Fund Summary
The fund, under normal circumstances, will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mid-cap companies. The fund's Subadvisor currently considers mid-cap companies to be companies having market capitalizations within the market capitalization range of companies included in the Russell Midcap® Index. It invests principally in common stocks of U.S. companies, and, to a lesser extent, in equity securities of foreign issuers usually those which are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.15% |
| Worst 1Y Total Return | -45.72% |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 12.67% |
| 5y Average Return | 5.57% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BWAFX | Category Average | BWAFX | Category Average | BWAFX | Category Average | |
| Alpha | -9.76 | 0.01 | -9.01 | 0.01 | -8.98 | -0.02 |
| BETA | 0.95 | 0.01 | 0.95 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | -0.01 | 0.02 | 0.03 | 0.02 | 0.33 | 0.01 |
| R-squared | 57.54 | 0.82 | 58.96 | 0.79 | 67.92 | 0.8 |
| Standard Deviation | 21.03 | 0.23 | 18.17 | 0.19 | 17.98 | 0.17 |
| Sharpe Ratio | -0.09 | 0.01 | -0.04 | 0.01 | 0.18 | 0.01 |
| Treynor Ratio | -4.33 | 0.18 | -2.63 | 0.17 | 1.55 | 0.12 |
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