• FirefoxInstall the new Firefox »
  •  Dow Down 0.47% Nasdaq Down 0.56%

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

    27.53 Down 0.25(0.90%) Mar 3
    Prev Close:27.78
    YTD Return*:-3.64%
    Net Assets*:36.10M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for MBRSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVTI2.195.98
    ATRC2.01-2.15
    AFFX1.9311.25
    CALD1.90-3.25
    PFPT1.875.37

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:36.1M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-3.64%
    5y Avg Return:17.58%
    Rank in Category (ytd):74
    % Rank in Category (ytd):9.66%
    Beta (3y):1.17
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback