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 Dow Down 0.72% Nasdaq Down 0.50%

Managers AMG Essex Gr Instl (MEAIX)

10.01 Down 0.03(0.30%) Jul 25
Prev Close:10.04
YTD Return*:6.06%
Net Assets*:5.87M
Yield*:N/A

* As of 30-Nov-10

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

Headlines

  • No Headlines available for MEAIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.2250.14
NIHD2.3819.24
SRSL2.3523.74
EMC2.3425.36
TJX2.1826.29

Fund Basics

Morningstar Overall Rating:
Total Assets:5.87M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.49%

Performance & Risk

YTD Return:6.06%
5y Avg Return:-2.82%
Rank in Category (ytd):96
% Rank in Category (ytd):12.53%
Beta (3y):1.11
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies with the potential for long-term growth. It may invest in any size company within the range of market capitalizations of companies in the Russell 3000® Growth Index. The fund usually holds 40 to 60 stocks. It focuses on companies Essex believes will grow rapidly in the specialty retail, technology, health care, financial services, energy services, and basic industry sectors. Normally, the fund limits its investment in any single company to 5% of assets. View More
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