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AMG Managers Cadence Mid Cap Investor (MCMAX)

35.12 Down 0.34(0.96%) Sep 15
Prev Close:35.46
YTD Return*:7.33%
Net Assets*:302.99M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for MCMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HCA2.3547.03
TIF2.2710.37
TRBAA2.155.12
SWKS2.0597.86
MCO2.0219.84

Fund Basics

Morningstar Overall Rating:
Total Assets:302.99M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:7.33%
5y Avg Return:15.89%
Rank in Category (ytd):26
% Rank in Category (ytd):3.41%
Beta (3y):1.29
Morningstar Risk Rating:3

Fund Summary

The investment seeks growth of capital. The fund primarily invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks of U.S. companies with medium market capitalizations. It currently defines medium market capitalization companies as those with a market capitalization within the market capitalization range of the companies represented in the Russell Midcap® Index. The fund primarily invests in common stocks of mid-capitalization companies. It also invests a portion of its assets in real estate investment trusts (REITs). The fund generally holds between approximately 70-95 securities. View More
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