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AMG Managers Cadence Mid Cap Investor (MCMAX)

35.37 Down 0.10(0.28%) Aug 21
Prev Close:35.47
YTD Return*:2.99%
Net Assets*:294.14M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for MCMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HCA2.3537.27
TIF2.275.13
TRBAA2.1515.89
SWKS2.0582.70
MCO2.0211.57

Fund Basics

Morningstar Overall Rating:
Total Assets:294.14M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:2.99%
5y Avg Return:15.44%
Rank in Category (ytd):20
% Rank in Category (ytd):2.61%
Beta (3y):1.26
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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