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  •  Dow Down 1.45% Nasdaq Down 1.03%

    AMG Managers Essex Sm/Micro Cap Gr Inv (MBRSX)

    26.20 Down 0.61(2.28%) Jan 30
    Prev Close:26.81
    YTD Return*:3.76%
    Net Assets*:37.63M
    Yield*:N/A

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MBRSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVTI2.072.55
    CALD2.04-2.57
    ATRC1.99-0.90
    PFPT1.78-1.60
    AFFX1.701.22

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:37.63M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:3.76%
    5y Avg Return:16.83%
    Rank in Category (ytd):40
    % Rank in Category (ytd):5.54%
    Beta (3y):1.19
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of small-capitalization U.S. companies. The subadviser generally considers a company to be a "small-capitalization" company if, at the time of purchase, its market capitalization is less than or equal to the market capitalization of the largest company included within the Russell 2000® Growth Index. View More
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